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Ritter Daniher Financial Advisory’s PG&E PCG Stock Holding History

Ritter Daniher Financial Advisory’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
-342
Closed -$5.16K – 624
2025
Q3 		$5.16K Buy
+342
New +$4.99K ﹤0.01% 393

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ritter Daniher Financial Advisory's PCG Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of PG&E (PCG) in Q4 2025, closing a stake of 342 shares — an estimated $5.16K sold.

Ritter Daniher Financial Advisory first reported a position in PCG in Q3 2025 and held it in 1 quarter. The position peaked at $5.16K in Q3 2025. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 342 PG&E shares in Q4 2025, an estimated $5.16K.
  • Ritter Daniher Financial Advisory first reported a position in PG&E in Q3 2025 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's PG&E position peaked at $5.16K in Q3 2025.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.