SMF
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Scott Marsh Financial’s PG&E PCG Stock Holding History

Scott Marsh Financial’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
2025
Q2 		$1M Buy
+71,854
New +$1.17M 0.37% 88

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Scott Marsh Financial's PCG Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in PG&E (PCG) in Q2 2025: 71,854 shares worth $1M. The stake represents 0.37% of the portfolio and ranks #88 among its holdings.

757 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • Scott Marsh Financial held 71,854 shares of PG&E worth $1M as of Q2 2025.
  • PG&E was a new Scott Marsh Financial position in Q2 2025.
  • PG&E made up 0.37% of Scott Marsh Financial's portfolio in Q2 2025, its #88 holding.
  • 757 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.