OIA
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OneDigital Investment Advisors’s PG&E PCG Stock Holding History

OneDigital Investment 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
2025
Q4 		– Sell
-17,119
Closed -$258K – 1573
2025
Q3 		$258K Sell
17,119
-1,009
-6% -$14.7K ﹤0.01% 1273
2025
Q2 		$253K Buy
+18,128
New +$295K ﹤0.01% 1263
2024
Q4 		– Sell
-14,753
Closed -$292K – 1486
2024
Q3 		$292K Buy
+14,753
New +$276K ﹤0.01% 1167
2024
Q1 		– Sell
-22,177
Closed -$400K – 1144
2023
Q4 		$400K Buy
+22,177
New +$374K 0.01% 803
2019
Q1 		– Sell
-4,555
Closed -$108K – 1176
2018
Q4 		$108K Buy
+4,555
New +$163K 0.02% 323

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $298B AUM 21.96% 1-Year Est. Return
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 $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return