QFW
PCG icon

QTR Family Wealth’s PG&E PCG Stock Holding History

QTR Family 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 		$792K Buy
47,095
+53
+0.1% +$892 0.28% 78
2026
Q1 		$826K Buy
47,042
+5,285
+13% +$89.9K 0.34% 65
2025
Q4 		$699K Buy
41,757
+17,674
+73% +$282K 0.31% 78
2025
Q3 		$363K Buy
+24,083
New +$351K 0.17% 128

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

QTR Family Wealth's PCG Position: Q2 2026 in Review

QTR Family Wealth increased its PG&E (PCG) stake by 0.11% in Q2 2026, buying an estimated $892 and bringing the position to 47,095 shares worth $792K. The position accounts for 0.28% of the portfolio, ranked #78.

QTR Family Wealth first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $826K in Q1 2026. 485 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • QTR Family Wealth held 47,095 shares of PG&E worth $792K as of Q2 2026.
  • QTR Family Wealth bought 53 PG&E shares in Q2 2026, an estimated $892.
  • PG&E made up 0.28% of QTR Family Wealth's portfolio in Q2 2026, its #78 holding.
  • QTR Family Wealth first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • QTR Family Wealth's PG&E position peaked at $826K in Q1 2026.
  • 485 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.