Loring Wolcott & Coolidge Fiduciary Advisors’s PG&E PCG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	–	Sell	-1,258	Closed	-$23.3K	–	581
2026 Q1	$23.3K	Buy	+1,258	New	+$21.4K	﹤0.01%	478
2021 Q3	–	Sell	-196	Closed	-$2K	–	886
2021 Q2	$2K	Buy	+196	New	+$2.1K	﹤0.01%	877
2021 Q1	–	Sell	-108	Closed	-$1K	–	584
2020 Q4	$1K	Buy	+108	New	+$1.22K	﹤0.01%	760
2018 Q1	–	Sell	-200	Closed	-$9K	–	781
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	578
2017 Q3	$14K	Hold	200	–	–	﹤0.01%	537
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	525
2017 Q1	$13K	Buy	+200	New	+$12.8K	﹤0.01%	532

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PCG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PG&E (PCG) in Q2 2026, closing a stake of 1,258 shares — an estimated $23.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PCG in Q1 2017 and held it in 7 quarters. The position peaked at $23.3K in Q1 2026. 677 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,258 PG&E shares in Q2 2026, an estimated $23.3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PG&E in Q1 2017 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's PG&E position peaked at $23.3K in Q1 2026.
677 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.