SJS Investment Consulting’s PG&E PCG Stock Holding History

SJS Investment Consulting’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	$144K	Buy	8,211 +2,355	+40%	+$40.1K	0.02%	175
2025 Q4	$94.1K	Buy	5,856 +5,848	+73,100%	+$93.4K	0.01%	211
2025 Q3	$121	Sell	8 -55	-87%	-$802	﹤0.01%	1563
2025 Q2	$879	Sell	63 -42	-40%	-$683	﹤0.01%	911
2025 Q1	$1.8K	Sell	105 -7	-6%	-$116	﹤0.01%	770
2024 Q4	$2.26K	Sell	112 -30	-21%	-$610	﹤0.01%	651
2024 Q3	$2.81K	Hold	142	–	–	﹤0.01%	651
2024 Q2	$2.48K	Sell	142 -5	-3%	-$88	﹤0.01%	628
2024 Q1	$2.46K	Sell	147 -7	-5%	-$117	﹤0.01%	659
2023 Q4	$2.78K	Buy	154 +12	+8%	+$203	﹤0.01%	541
2023 Q3	$2.29K	Buy	142 +7	+5%	+$120	﹤0.01%	585
2023 Q2	$2.33K	Sell	135 -15	-10%	-$254	﹤0.01%	549
2023 Q1	$2.43K	Buy	150 +20	+15%	+$316	﹤0.01%	538
2022 Q4	$2.11K	Buy	130 +4	+3%	+$60	﹤0.01%	605
2022 Q3	$2K	Buy	+126	New	+$1.48K	﹤0.01%	510

Other funds holding PCG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return