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SYM Financial Corp’s PG&E PCG Stock Holding History

SYM Financial Corp’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 		$793K Buy
47,173
+3,098
+7% +$52.1K 0.06% 87
2026
Q1 		$774K Sell
44,075
-4,176
-9% -$71.1K 0.08% 78
2025
Q4 		$775K Buy
48,251
+25,921
+116% +$414K 0.08% 72
2025
Q3 		$337K Buy
22,330
+5,315
+31% +$77.5K 0.04% 193
2025
Q2 		$237K Buy
17,015
+6,477
+61% +$105K 0.03% 267
2025
Q1 		$181K Sell
10,538
-1,218
-10% -$20.2K 0.02% 270
2024
Q4 		$237K Buy
11,756
+1,345
+13% +$27.4K 0.03% 198
2024
Q3 		$206K Buy
+10,411
New +$195K 0.03% 176

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

SYM Financial Corp's PCG Position: Q2 2026 in Review

SYM Financial Corp increased its PG&E (PCG) stake by 7% in Q2 2026, buying an estimated $52.1K and bringing the position to 47,173 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #87.

SYM Financial Corp first reported a position in PCG in Q3 2024 and has held it in 8 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • SYM Financial Corp held 47,173 shares of PG&E worth $793K as of Q2 2026.
  • SYM Financial Corp bought 3,098 PG&E shares in Q2 2026, an estimated $52.1K.
  • PG&E made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #87 holding.
  • SYM Financial Corp first reported a position in PG&E in Q3 2024 and has held it in 8 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.