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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
Q2 		$89.5K Buy
5,324
+1,248
+31% +$21K ﹤0.01% 1237
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Larson Financial Group's PCG Position: Q2 2026 in Review

Larson Financial Group increased its PG&E (PCG) stake by 31% in Q2 2026, buying an estimated $21K and bringing the position to 5,324 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Larson Financial Group first reported a position in PCG in Q2 2021 and has held it in 21 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Larson Financial Group held 5,324 shares of PG&E worth $89.5K as of Q2 2026.
  • Larson Financial Group bought 1,248 PG&E shares in Q2 2026, an estimated $21K.
  • PG&E made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1237 holding.
  • Larson Financial Group first reported a position in PG&E in Q2 2021 and has held it in 21 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.