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Sage Mountain Advisors’s PG&E PCG Stock Holding History

Sage Mountain Advisors’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 		– Sell
-16,113
Closed -$259K – 489
2025
Q4 		$259K Buy
+16,113
New +$257K 0.01% 421
2023
Q2 		– Sell
-16,010
Closed -$259K – 371
2023
Q1 		$259K Buy
+16,010
New +$253K 0.04% 189

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Sage Mountain Advisors's PCG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of PG&E (PCG) in Q1 2026, closing a stake of 16,113 shares — an estimated $259K sold.

Sage Mountain Advisors first reported a position in PCG in Q1 2023 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 16,113 PG&E shares in Q1 2026, an estimated $259K.
  • Sage Mountain Advisors first reported a position in PG&E in Q1 2023 and held it in 2 quarters.
  • Sage Mountain Advisors's PG&E position peaked at $259K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.