Root Financial Partners
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
Q3 		$89.9K Sell
7,342
-15,087
-67% -$242K ﹤0.01% 788
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% +$2.8K ﹤0.01% 923
2025
Q3 		$26.6K Buy
+1,764
New +$25.7K ﹤0.01% 965

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's PCG Position: Q3 2026 in Review

Root Financial Partners reduced its PG&E (PCG) stake by 67% in Q3 2026, selling an estimated $242K and leaving 7,342 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Root Financial Partners first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $377K in Q2 2026. 677 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Root Financial Partners held 7,342 shares of PG&E worth $89.9K as of Q3 2026.
  • Root Financial Partners sold 15,087 PG&E shares in Q3 2026, an estimated $242K.
  • PG&E made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #788 holding.
  • Root Financial Partners first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's PG&E position peaked at $377K in Q2 2026.
  • 677 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.