SWP
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Sagespring Wealth Partners’s PG&E PCG Stock Holding History

Sagespring Wealth 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
Q2 		$187K Buy
+11,123
New +$187K ﹤0.01% 831
2025
Q3 		– Sell
-10,365
Closed -$144K – 760
2025
Q2 		$144K Buy
+10,365
New +$169K ﹤0.01% 704

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

Sagespring Wealth Partners's PCG Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in PG&E (PCG) in Q2 2026: 11,123 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in PCG as recently as Q2 2025.

Sagespring Wealth Partners first reported a position in PCG in Q2 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Sagespring Wealth Partners held 11,123 shares of PG&E worth $187K as of Q2 2026.
  • PG&E was a new Sagespring Wealth Partners position in Q2 2026.
  • PG&E made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #831 holding.
  • Sagespring Wealth Partners first reported a position in PG&E in Q2 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.