LFG
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Larson Financial Group’s PG&E PCG Stock Holding History

Larson Financial Group’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 		$71.6K Sell
4,076
-645
-14% -$11K ﹤0.01% 1160
2025
Q4 		$75.9K Buy
4,721
+1,416
+43% +$22.6K ﹤0.01% 1045
2025
Q3 		$49.8K Buy
3,305
+1,304
+65% +$19K ﹤0.01% 1160
2025
Q2 		$27.9K Sell
2,001
-1,049
-34% -$17.1K ﹤0.01% 1335
2025
Q1 		$52.4K Buy
3,050
+2,027
+198% +$33.6K ﹤0.01% 1009
2024
Q4 		$20.6K Buy
1,023
+73
+8% +$1.49K ﹤0.01% 1206
2024
Q3 		$18.8K Buy
950
+311
+49% +$5.82K ﹤0.01% 1242
2024
Q2 		$11.2K Buy
639
+117
+22% +$2.06K ﹤0.01% 1227
2024
Q1 		$8.75K Buy
522
+143
+38% +$2.4K ﹤0.01% 1077
2023
Q4 		$6.83K Buy
379
+29
+8% +$490 ﹤0.01% 1107
2023
Q3 		$5.65K Hold
350
– – ﹤0.01% 1137
2023
Q2 		$6.05K Hold
350
– – ﹤0.01% 1050
2023
Q1 		$5.66K Buy
350
+50
+17% +$790 ﹤0.01% 1063
2022
Q4 		$4.88K Hold
300
– – ﹤0.01% 1034
2022
Q3 		$4K Hold
300
– – ﹤0.01% 1003
2022
Q2 		$3K Hold
300
– – ﹤0.01% 976
2022
Q1 		$4K Hold
300
– – ﹤0.01% 832
2021
Q4 		$4K Hold
300
– – ﹤0.01% 863
2021
Q3 		$3K Hold
300
– – ﹤0.01% 749
2021
Q2 		$3K Buy
+300
New +$3.22K ﹤0.01% 694

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return