SW
PCG icon

SVB Wealth’s PG&E PCG Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-5,403
Closed -$92.8K – 1282
2025
Q1 		$92.8K Buy
+5,403
New +$89.6K ﹤0.01% 420
2018
Q3 		– Sell
-7,080
Closed -$301K – 454
2018
Q2 		$301K Hold
7,080
– – 0.01% 374
2018
Q1 		$311K Buy
7,080
+367
+5% +$15.6K 0.01% 376
2017
Q4 		$301K Buy
+6,713
New +$376K 0.01% 394
2017
Q2 		– Sell
-6,975
Closed -$463K – 495
2017
Q1 		$463K Hold
6,975
– – 0.02% 361
2016
Q4 		$424K Sell
6,975
-3,900
-36% -$234K 0.02% 370
2016
Q3 		$665K Buy
10,875
+2,600
+31% +$165K 0.03% 295
2016
Q2 		$529K Buy
8,275
+1,300
+19% +$77.9K 0.02% 337
2016
Q1 		$417K Hold
6,975
– – 0.02% 385
2015
Q4 		$371K Buy
6,975
+808
+13% +$42.9K 0.01% 426
2015
Q3 		$326K Sell
6,167
-68
-1% -$3.48K 0.01% 464
2015
Q2 		$306K Sell
6,235
-132
-2% -$6.86K 0.01% 486
2015
Q1 		$338K Hold
6,367
– – 0.01% 461
2014
Q4 		$339K Buy
+6,367
New +$315K 0.01% 455

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return