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Tompkins Financial’s PG&E PCG Stock Holding History

Tompkins 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
Q3 		$3.67K Hold
300
– – ﹤0.01% 523
2026
Q2 		$5.05K Hold
300
– – ﹤0.01% 494
2026
Q1 		$5.27K Hold
300
– – ﹤0.01% 489
2025
Q4 		$4.82K Hold
300
– – ﹤0.01% 487
2025
Q3 		$4.52K Hold
300
– – ﹤0.01% 480
2025
Q2 		$4.18K Hold
300
– – ﹤0.01% 479
2025
Q1 		$5.15K Hold
300
– – ﹤0.01% 485
2024
Q4 		$6.05K Hold
300
– – ﹤0.01% 458
2024
Q3 		$5.93K Hold
300
– – ﹤0.01% 507
2024
Q2 		$5.24K Hold
300
– – ﹤0.01% 518
2024
Q1 		$5.03K Hold
300
– – ﹤0.01% 546
2023
Q4 		$5.41K Hold
300
– – ﹤0.01% 542
2023
Q3 		$4.84K Hold
300
– – ﹤0.01% 513
2023
Q2 		$5.18K Hold
300
– – ﹤0.01% 516
2023
Q1 		$4.85K Hold
300
– – ﹤0.01% 538
2022
Q4 		$5K Hold
300
– – ﹤0.01% 528
2022
Q3 		$4K Hold
300
– – ﹤0.01% 534
2022
Q2 		$3K Hold
300
– – ﹤0.01% 531
2022
Q1 		$4K Buy
+300
New +$3.55K ﹤0.01% 543
2018
Q1 		– Sell
-120
Closed -$5K – 437
2017
Q4 		$5K Hold
120
– – ﹤0.01% 351
2017
Q3 		$8K Hold
120
– – ﹤0.01% 342
2017
Q2 		$8K Hold
120
– – ﹤0.01% 324
2017
Q1 		$8K Hold
120
– – ﹤0.01% 319
2016
Q4 		$7K Hold
120
– – ﹤0.01% 334
2016
Q3 		$7K Hold
120
– – ﹤0.01% 333
2016
Q2 		$8K Hold
120
– – ﹤0.01% 415
2016
Q1 		$7K Hold
120
– – ﹤0.01% 418
2015
Q4 		$6K Hold
120
– – ﹤0.01% 451
2015
Q3 		$6K Hold
120
– – ﹤0.01% 447
2015
Q2 		$6K Hold
120
– – ﹤0.01% 455
2015
Q1 		$6K Hold
120
– – ﹤0.01% 460
2014
Q4 		$6K Hold
120
– – ﹤0.01% 413
2014
Q3 		$5K Hold
120
– – ﹤0.01% 429
2014
Q2 		$6K Sell
120
-480
-80% -$21.8K ﹤0.01% 433
2014
Q1 		$26K Hold
600
– – 0.01% 331
2013
Q4 		$24K Sell
600
-74
-11% -$3.03K 0.01% 341
2013
Q3 		$28K Sell
674
-605
-47% -$26.3K 0.01% 316
2013
Q2 		$58K Buy
+1,279
New +$59K 0.02% 219

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Tompkins Financial's PCG Position: Q3 2026 in Review

Tompkins Financial held its PG&E (PCG) position steady in Q3 2026 at 300 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Tompkins Financial first reported a position in PCG in Q2 2013 and has held it in 38 quarters since. The position peaked at $58K in Q2 2013. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Tompkins Financial held 300 shares of PG&E worth $3.67K as of Q3 2026.
  • Tompkins Financial left its PG&E share count unchanged in Q3 2026.
  • PG&E made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #523 holding.
  • Tompkins Financial first reported a position in PG&E in Q2 2013 and has held it in 38 quarters since.
  • Tompkins Financial's PG&E position peaked at $58K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.