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Savvy Advisors Inc’s PG&E PCG Stock Holding History

Savvy Advisors Inc’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 		$817K Buy
48,584
+8,391
+21% +$141K 0.02% 593
2026
Q1 		$706K Buy
40,193
+2,317
+6% +$39.4K 0.02% 547
2025
Q4 		$609K Buy
37,876
+10,419
+38% +$166K 0.02% 505
2025
Q3 		$414K Buy
+27,457
New +$400K 0.02% 492

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's PCG Position: Q2 2026 in Review

Savvy Advisors Inc increased its PG&E (PCG) stake by 21% in Q2 2026, buying an estimated $141K and bringing the position to 48,584 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #593.

Savvy Advisors Inc first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Savvy Advisors Inc held 48,584 shares of PG&E worth $817K as of Q2 2026.
  • Savvy Advisors Inc bought 8,391 PG&E shares in Q2 2026, an estimated $141K.
  • PG&E made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #593 holding.
  • Savvy Advisors Inc first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.