RFP
PCG icon

Root Financial Partners’s PG&E PCG Stock Holding History

Root Financial Partners’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 		$377K Buy
22,429
+6,962
+45% +$117K 0.01% 240
2026
Q1 		$272K Buy
15,467
+13,528
+698% +$230K 0.01% 273
2025
Q4 		$31.2K Buy
1,939
+175
+10% +$2.79K ﹤0.01% 923
2025
Q3 		$26.6K Buy
+1,764
New +$25.7K ﹤0.01% 965

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Root Financial Partners's PCG Position: Q2 2026 in Review

Root Financial Partners increased its PG&E (PCG) stake by 45% in Q2 2026, buying an estimated $117K and bringing the position to 22,429 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #240.

Root Financial Partners first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Root Financial Partners held 22,429 shares of PG&E worth $377K as of Q2 2026.
  • Root Financial Partners bought 6,962 PG&E shares in Q2 2026, an estimated $117K.
  • PG&E made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #240 holding.
  • Root Financial Partners first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.