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Rothschild Investment LLC’s PG&E PCG Stock Holding History

Rothschild Investment LLC’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 		$3.55M Buy
210,995
+128,984
+157% +$2.17M 0.13% 148
2026
Q1 		$1.44M Buy
82,011
+23,435
+40% +$399K 0.08% 203
2025
Q4 		$941K Buy
58,576
+32,375
+124% +$517K 0.05% 258
2025
Q3 		$395K Buy
26,201
+26,012
+13,763% +$379K 0.02% 408
2025
Q2 		$2.63K Sell
189
-287
-60% -$4.67K ﹤0.01% 1874
2025
Q1 		$8.18K Sell
476
-1,519
-76% -$25.2K ﹤0.01% 1231
2024
Q4 		$40.3K Buy
1,995
+105
+6% +$2.14K ﹤0.01% 830
2024
Q3 		$37.4K Buy
1,890
+151
+9% +$2.83K ﹤0.01% 849
2024
Q2 		$30.4K Buy
1,739
+709
+69% +$12.5K ﹤0.01% 878
2024
Q1 		$17.3K Sell
1,030
-850
-45% -$14.2K ﹤0.01% 954
2023
Q4 		$33.9K Buy
+1,880
New +$31.7K ﹤0.01% 737

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

Rothschild Investment LLC's PCG Position: Q2 2026 in Review

Rothschild Investment LLC increased its PG&E (PCG) stake by 157% in Q2 2026, buying an estimated $2.17M and bringing the position to 210,995 shares worth $3.55M. The position accounts for 0.13% of the portfolio, ranked #148.

Rothschild Investment LLC first reported a position in PCG in Q4 2023 and has held it in 11 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Rothschild Investment LLC held 210,995 shares of PG&E worth $3.55M as of Q2 2026.
  • Rothschild Investment LLC bought 128,984 PG&E shares in Q2 2026, an estimated $2.17M.
  • PG&E made up 0.13% of Rothschild Investment LLC's portfolio in Q2 2026, its #148 holding.
  • Rothschild Investment LLC first reported a position in PG&E in Q4 2023 and has held it in 11 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.