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Principal Securities’s PG&E PCG Stock Holding History

Principal Securities’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 		$304K Buy
17,294
+1,144
+7% +$19.5K ﹤0.01% 1192
2025
Q4 		$260K Buy
16,150
+1,205
+8% +$19.2K ﹤0.01% 1203
2025
Q3 		$225K Sell
14,945
-1,909
-11% -$27.8K ﹤0.01% 1236
2025
Q2 		$235K Sell
16,854
-5,740
-25% -$93.4K ﹤0.01% 1169
2025
Q1 		$456K Hold
22,594
– – 0.01% 812
2024
Q4 		$456K Buy
22,594
+9,009
+66% +$183K 0.01% 809
2024
Q3 		$269K Sell
13,585
-478
-3% -$8.94K 0.01% 984
2024
Q2 		$246K Buy
14,063
+20
+0.1% +$352 0.01% 965
2024
Q1 		$235K Buy
14,043
+248
+2% +$4.16K 0.01% 951
2023
Q4 		$249K Buy
+13,795
New +$233K 0.01% 862

Other funds holding PCG

BlackRock
BlackRock New York $5.7T 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 $298B AUM 21.96% 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 $431B AUM 30.22% 1-Year Est. Return