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Summit Financial’s PG&E PCG Stock Holding History

Summit 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
2026
Q2 		$4.4M Buy
+260,601
New +$4.39M 0.05% 380

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

Summit Financial's PCG Position: Q2 2026 in Review

Summit Financial opened a new position in PG&E (PCG) in Q2 2026: 260,601 shares worth $4.4M. The stake represents 0.05% of the portfolio and ranks #380 among its holdings.

934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Summit Financial held 260,601 shares of PG&E worth $4.4M as of Q2 2026.
  • PG&E was a new Summit Financial position in Q2 2026.
  • PG&E made up 0.05% of Summit Financial's portfolio in Q2 2026, its #380 holding.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.