TFM
PCG icon

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
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
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return