TFC Financial Management’s PG&E PCG Stock Holding History

TFC Financial Management’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	$1.2K	Buy	71 +27	+61%	+$454	﹤0.01%	630
2026 Q1	$774	Buy	44 +42	+2,100%	+$715	﹤0.01%	640
2025 Q4	$33	Buy	+2	New	+$32	﹤0.01%	949
2025 Q3	–	Sell	-43	Closed	-$600	–	1034
2025 Q2	$600	Hold	43	–	–	﹤0.01%	649
2025 Q1	$739	Sell	43 -4	-9%	-$66	﹤0.01%	594
2024 Q4	$949	Hold	47	–	–	﹤0.01%	577
2024 Q3	$930	Hold	47	–	–	﹤0.01%	595
2024 Q2	$821	Buy	47 +5	+12%	+$88	﹤0.01%	581
2024 Q1	$704	Buy	42 +11	+35%	+$184	﹤0.01%	593
2023 Q4	$559	Hold	31	–	–	﹤0.01%	579
2023 Q3	$501	Hold	31	–	–	﹤0.01%	606
2023 Q2	$536	Hold	31	–	–	﹤0.01%	572
2023 Q1	$502	Buy	+31	New	+$490	﹤0.01%	569

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFC Financial Management's PCG Position: Q2 2026 in Review

TFC Financial Management increased its PG&E (PCG) stake by 61% in Q2 2026, buying an estimated $454 and bringing the position to 71 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

TFC Financial Management first reported a position in PCG in Q1 2023 and has held it in 13 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

TFC Financial Management held 71 shares of PG&E worth $1.2K as of Q2 2026.
TFC Financial Management bought 27 PG&E shares in Q2 2026, an estimated $454.
PG&E made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #630 holding.
TFC Financial Management first reported a position in PG&E in Q1 2023 and has held it in 13 quarters since.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.