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Sunbelt Securities’s PG&E PCG Stock Holding History

Sunbelt Securities’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 		$11.5K Buy
656
+351
+115% +$5.97K ﹤0.01% 1459
2025
Q4 		$4.9K Buy
305
+198
+185% +$3.16K ﹤0.01% 1652
2025
Q3 		$1.61K Sell
107
-175
-62% -$2.55K ﹤0.01% 1930
2025
Q2 		$5.69K Buy
282
+182
+182% +$2.96K ﹤0.01% 1414
2025
Q1 		$1.72K Sell
100
-182
-65% -$3.02K ﹤0.01% 1591
2024
Q4 		$5.67K Hold
282
– – ﹤0.01% 1416
2024
Q3 		$5.57K Hold
282
– – ﹤0.01% 1412
2024
Q2 		$4.92K Hold
282
– – ﹤0.01% 1401
2024
Q1 		$4.72K Sell
282
-818
-74% -$13.7K ﹤0.01% 1377
2023
Q4 		$19.8K Buy
1,100
+1,000
+1,000% +$16.9K ﹤0.01% 1033
2023
Q3 		$1.61K Hold
100
– – ﹤0.01% 1517
2023
Q2 		$1.73K Hold
100
– – ﹤0.01% 1465
2023
Q1 		$1.59K Buy
+100
New +$1.58K ﹤0.01% 1455

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Sunbelt Securities's PCG Position: Q1 2026 in Review

Sunbelt Securities increased its PG&E (PCG) stake by 115% in Q1 2026, buying an estimated $5.97K and bringing the position to 656 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Sunbelt Securities first reported a position in PCG in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.8K in Q4 2023. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Sunbelt Securities held 656 shares of PG&E worth $11.5K as of Q1 2026.
  • Sunbelt Securities bought 351 PG&E shares in Q1 2026, an estimated $5.97K.
  • PG&E made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1459 holding.
  • Sunbelt Securities first reported a position in PG&E in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's PG&E position peaked at $19.8K in Q4 2023.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.