Plancorp LLC
PCG icon

Plancorp LLC’s PG&E PCG Stock Holding History

Plancorp LLC’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
Q3 		$209K Buy
+15,865
New +$254K ﹤0.01% 435

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Plancorp LLC's PCG Position: Q3 2026 in Review

Plancorp LLC opened a new position in PG&E (PCG) in Q3 2026: 15,865 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

465 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Plancorp LLC held 15,865 shares of PG&E worth $209K as of Q3 2026.
  • PG&E was a new Plancorp LLC position in Q3 2026.
  • PG&E made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #435 holding.
  • 465 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.