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Sequoia Financial Advisors’s PG&E PCG Stock Holding History

Sequoia Financial 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
Q2 		$2.49M Buy
148,258
+43,684
+42% +$735K 0.01% 539
2026
Q1 		$1.84M Buy
104,574
+24,185
+30% +$412K 0.01% 630
2025
Q4 		$1.29M Buy
80,389
+17,257
+27% +$276K 0.01% 766
2025
Q3 		$952K Buy
63,132
+28,785
+84% +$420K 0.01% 802
2025
Q2 		$479K Sell
34,347
-4,094
-11% -$66.6K ﹤0.01% 1019
2025
Q1 		$660K Sell
38,441
-1,891
-5% -$31.4K 0.01% 758
2024
Q4 		$814K Buy
40,332
+5,703
+16% +$116K 0.01% 649
2024
Q3 		$685K Sell
34,629
-329
-0.9% -$6.16K 0.01% 653
2024
Q2 		$610K Buy
34,958
+2,711
+8% +$47.7K 0.01% 624
2024
Q1 		$540K Sell
32,247
-9,128
-22% -$153K 0.01% 663
2023
Q4 		$746K Buy
41,375
+15,296
+59% +$258K 0.01% 617
2023
Q3 		$421K Buy
26,079
+268
+1% +$4.61K 0.01% 564
2023
Q2 		$446K Buy
25,811
+426
+2% +$7.21K 0.01% 556
2023
Q1 		$410K Buy
25,385
+2,940
+13% +$46.4K 0.01% 528
2022
Q4 		$365K Buy
+22,445
New +$339K 0.01% 524

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

Sequoia Financial Advisors's PCG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its PG&E (PCG) stake by 42% in Q2 2026, buying an estimated $735K and bringing the position to 148,258 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #539.

Sequoia Financial Advisors first reported a position in PCG in Q4 2022 and has held it in 15 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Sequoia Financial Advisors held 148,258 shares of PG&E worth $2.49M as of Q2 2026.
  • Sequoia Financial Advisors bought 43,684 PG&E shares in Q2 2026, an estimated $735K.
  • PG&E made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #539 holding.
  • Sequoia Financial Advisors first reported a position in PG&E in Q4 2022 and has held it in 15 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.