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Sunrise Financial Services’s PG&E PCG Stock Holding History

Sunrise Financial Services’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 		$875 Sell
52
-96
-65% -$1.62K ﹤0.01% 507
2026
Q1 		$2.6K Buy
148
+114
+335% +$1.94K ﹤0.01% 360
2025
Q4 		$546 Buy
+34
New +$543 ﹤0.01% 503

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

Sunrise Financial Services's PCG Position: Q2 2026 in Review

Sunrise Financial Services reduced its PG&E (PCG) stake by 65% in Q2 2026, selling an estimated $1.62K and leaving 52 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Sunrise Financial Services first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.6K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Sunrise Financial Services held 52 shares of PG&E worth $875 as of Q2 2026.
  • Sunrise Financial Services sold 96 PG&E shares in Q2 2026, an estimated $1.62K.
  • PG&E made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #507 holding.
  • Sunrise Financial Services first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's PG&E position peaked at $2.6K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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