RIL
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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
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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return