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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 $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