Key Financial Inc’s PG&E PCG Stock Holding History

Key Financial Inc’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.62K	Hold	334	–	–	﹤0.01%	996
2026 Q1	$5.87K	Sell	334 -40	-11%	-$681	﹤0.01%	1000
2025 Q4	$6.01K	Sell	374 -125	-25%	-$2K	﹤0.01%	1000
2025 Q3	$7.81K	Buy	499 +40	+9%	+$583	﹤0.01%	946
2025 Q2	$6.4K	Hold	459	–	–	﹤0.01%	979
2025 Q1	$7.89K	Hold	459	–	–	﹤0.01%	879
2024 Q4	$9.26K	Buy	459 +125	+37%	+$2.54K	﹤0.01%	830
2024 Q3	$6.6K	Hold	334	–	–	﹤0.01%	900
2024 Q2	$5.83K	Hold	334	–	–	﹤0.01%	921
2024 Q1	$5.6K	Hold	334	–	–	﹤0.01%	907
2023 Q4	$6.02K	Hold	334	–	–	﹤0.01%	872
2023 Q3	$5.39K	Hold	334	–	–	﹤0.01%	882
2023 Q2	$5.77K	Hold	334	–	–	﹤0.01%	881
2023 Q1	$5.4K	Hold	334	–	–	﹤0.01%	810
2022 Q4	$4.17K	Hold	334	–	–	﹤0.01%	823
2022 Q3	$4K	Hold	334	–	–	﹤0.01%	842
2022 Q2	$3K	Hold	334	–	–	﹤0.01%	901
2022 Q1	$4K	Hold	334	–	–	﹤0.01%	836
2021 Q4	$4K	Hold	334	–	–	﹤0.01%	750
2021 Q3	$3K	Hold	334	–	–	﹤0.01%	769
2021 Q2	$3K	Hold	334	–	–	﹤0.01%	742
2021 Q1	$4K	Hold	334	–	–	﹤0.01%	626
2020 Q4	$4K	Buy	+334	New	+$3.78K	﹤0.01%	589
2020 Q2	–	Sell	-334	Closed	-$3K	–	464
2020 Q1	$3K	Buy	+334	New	+$4.44K	﹤0.01%	567

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Key Financial Inc's PCG Position: Q2 2026 in Review

Key Financial Inc held its PG&E (PCG) position steady in Q2 2026 at 334 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Key Financial Inc first reported a position in PCG in Q1 2020 and has held it in 24 quarters since. The position peaked at $9.26K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Key Financial Inc held 334 shares of PG&E worth $5.62K as of Q2 2026.
Key Financial Inc left its PG&E share count unchanged in Q2 2026.
PG&E made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #996 holding.
Key Financial Inc first reported a position in PG&E in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's PG&E position peaked at $9.26K in Q4 2024.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.