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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
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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's PCG Position: Q1 2026 in Review

Root Financial Partners increased its PG&E (PCG) stake by 698% in Q1 2026, buying an estimated $230K and bringing the position to 15,467 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #273.

Root Financial Partners first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Root Financial Partners held 15,467 shares of PG&E worth $272K as of Q1 2026.
  • Root Financial Partners bought 13,528 PG&E shares in Q1 2026, an estimated $230K.
  • PG&E made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #273 holding.
  • Root Financial Partners first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.