Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s PG&E PCG Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$2.6M Sell
147,985
-212,478
-59% -$3.62M 0.06% 197
2025
Q4 		$5.79M Sell
360,463
-1,724,997
-83% -$27.6M 0.13% 136
2025
Q3 		$31.4M Buy
2,085,460
+10,514
+0.5% +$153K 0.12% 157
2025
Q2 		$28.9M Buy
2,074,946
+155,117
+8% +$2.52M 0.12% 150
2025
Q1 		$33M Buy
1,919,829
+302,270
+19% +$5.01M 0.17% 122
2024
Q4 		$32.6M Buy
1,617,559
+83,417
+5% +$1.7M 0.16% 123
2024
Q3 		$30.1M Buy
1,534,142
+17,754
+1% +$332K 0.21% 89
2024
Q2 		$26.5M Sell
1,516,388
-59,000
-4% -$1.04M 0.23% 77
2024
Q1 		$26.4M Buy
+1,575,388
New +$26.4M 0.34% 47

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