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Symphony Financial’s PG&E PCG Stock Holding History

Symphony Financial’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 		$554K Buy
31,523
+1,685
+6% +$28.7K 0.07% 155
2025
Q4 		$479K Buy
29,838
+17,799
+148% +$284K 0.06% 169
2025
Q3 		$182K Buy
+12,039
New +$176K 0.02% 267

Other funds holding PCG

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Symphony Financial's PCG Position: Q1 2026 in Review

Symphony Financial increased its PG&E (PCG) stake by 5.6% in Q1 2026, buying an estimated $28.7K and bringing the position to 31,523 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #155.

Symphony Financial first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Symphony Financial held 31,523 shares of PG&E worth $554K as of Q1 2026.
  • Symphony Financial bought 1,685 PG&E shares in Q1 2026, an estimated $28.7K.
  • PG&E made up 0.07% of Symphony Financial's portfolio in Q1 2026, its #155 holding.
  • Symphony Financial first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.