SFA
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Souders Financial Advisors’s PG&E PCG Stock Holding History

Souders 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
Q1 		$312K Sell
17,735
-3,953
-18% -$67.3K 0.04% 179
2025
Q4 		$349K Sell
21,688
-1,555
-7% -$24.8K 0.04% 167
2025
Q3 		$351K Sell
23,243
-13,634
-37% -$199K 0.04% 160
2025
Q2 		$514K Sell
36,877
-25,346
-41% -$412K 0.07% 133
2025
Q1 		$1.07M Sell
62,223
-71,283
-53% -$1.18M 0.15% 88
2024
Q4 		$2.69M Sell
133,506
-56,736
-30% -$1.15M 0.38% 61
2024
Q3 		$3.76M Buy
190,242
+2,426
+1% +$45.4K 0.52% 58
2024
Q2 		$3.28M Buy
187,816
+5,966
+3% +$105K 0.49% 57
2024
Q1 		$3.05M Buy
181,850
+11,690
+7% +$196K 0.48% 60
2023
Q4 		$3.07M Buy
+170,160
New +$2.87M 0.53% 56

Other funds holding PCG

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return