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Legacy Financial Advisors’s PG&E PCG Stock Holding History

Legacy Financial Advisors’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 		$581K Sell
34,536
-608
-2% -$10.2K 0.07% 220
2026
Q1 		$617K Buy
35,144
+5,930
+20% +$101K 0.09% 195
2025
Q4 		$469K Buy
29,214
+14,778
+102% +$236K 0.06% 232
2025
Q3 		$218K Buy
+14,436
New +$211K 0.03% 388
2019
Q1 		– Sell
-54
Closed -$1K – 1130
2018
Q4 		$1K Buy
+54
New +$1.93K ﹤0.01% 928
2018
Q1 		– Sell
-42
Closed -$1K – 882
2017
Q4 		$1K Buy
+42
New +$2.35K ﹤0.01% 783

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

Legacy Financial Advisors's PCG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its PG&E (PCG) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 34,536 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #220.

Legacy Financial Advisors first reported a position in PCG in Q4 2017 and has held it in 6 quarters since. The position peaked at $617K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Legacy Financial Advisors held 34,536 shares of PG&E worth $581K as of Q2 2026.
  • Legacy Financial Advisors sold 608 PG&E shares in Q2 2026, an estimated $10.2K.
  • PG&E made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • Legacy Financial Advisors first reported a position in PG&E in Q4 2017 and has held it in 6 quarters since.
  • Legacy Financial Advisors's PG&E position peaked at $617K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.