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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
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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Savvy Advisors Inc's PCG Position: Q1 2026 in Review

Savvy Advisors Inc increased its PG&E (PCG) stake by 6.1% in Q1 2026, buying an estimated $39.4K and bringing the position to 40,193 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #547.

Savvy Advisors Inc first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Savvy Advisors Inc held 40,193 shares of PG&E worth $706K as of Q1 2026.
  • Savvy Advisors Inc bought 2,317 PG&E shares in Q1 2026, an estimated $39.4K.
  • PG&E made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #547 holding.
  • Savvy Advisors Inc first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

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