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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
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 $5.72T 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 $315B AUM 27.84% 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 $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's PCG Position: Q1 2026 in Review

Legacy Financial Advisors increased its PG&E (PCG) stake by 20% in Q1 2026, buying an estimated $101K and bringing the position to 35,144 shares worth $617K. The position accounts for 0.09% of the portfolio, ranked #195.

Legacy Financial Advisors first reported a position in PCG in Q4 2017 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Legacy Financial Advisors held 35,144 shares of PG&E worth $617K as of Q1 2026.
  • Legacy Financial Advisors bought 5,930 PG&E shares in Q1 2026, an estimated $101K.
  • PG&E made up 0.09% of Legacy Financial Advisors's portfolio in Q1 2026, its #195 holding.
  • Legacy Financial Advisors first reported a position in PG&E in Q4 2017 and has held it in 5 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.