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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
Q2 		$300K Sell
17,835
-13,688
-43% -$230K 0.03% 259
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 $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 $3.38T AUM 44.17% 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

Symphony Financial's PCG Position: Q2 2026 in Review

Symphony Financial reduced its PG&E (PCG) stake by 43% in Q2 2026, selling an estimated $230K and leaving 17,835 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #259.

Symphony Financial first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $554K in Q1 2026. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Symphony Financial held 17,835 shares of PG&E worth $300K as of Q2 2026.
  • Symphony Financial sold 13,688 PG&E shares in Q2 2026, an estimated $230K.
  • PG&E made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #259 holding.
  • Symphony Financial first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Symphony Financial's PG&E position peaked at $554K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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