MBL Wealth’s PG&E PCG Stock Holding History

MBL Wealth’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	$312K	Sell	18,535 -1,128	-6%	-$19K	0.02%	276
2026 Q1	$345K	Buy	+19,663	New	+$335K	0.03%	240

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MBL Wealth's PCG Position: Q2 2026 in Review

MBL Wealth reduced its PG&E (PCG) stake by 5.7% in Q2 2026, selling an estimated $19K and leaving 18,535 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #276.

MBL Wealth first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $345K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

MBL Wealth held 18,535 shares of PG&E worth $312K as of Q2 2026.
MBL Wealth sold 1,128 PG&E shares in Q2 2026, an estimated $19K.
PG&E made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #276 holding.
MBL Wealth first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
MBL Wealth's PG&E position peaked at $345K in Q1 2026.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.