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Toth Financial Advisory’s PG&E PCG Stock Holding History

Toth Financial Advisory’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 		– Sell
-7
Closed -$123 – 972
2026
Q1 		$123 Hold
7
– – ﹤0.01% 894
2025
Q4 		$113 Buy
+7
New +$112 ﹤0.01% 885
2024
Q1 		– Sell
-1,368
Closed -$24.7K – 761
2023
Q4 		$24.7K Sell
1,368
-798
-37% -$13.5K ﹤0.01% 361
2023
Q3 		$34.9K Buy
+2,166
New +$37.2K 0.01% 302
2023
Q2 		– Sell
-39
Closed -$631 – 862
2023
Q1 		$631 Buy
+39
New +$616 ﹤0.01% 769

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 $3.37T AUM 44.26% 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

Toth Financial Advisory's PCG Position: Q2 2026 in Review

Toth Financial Advisory sold out of PG&E (PCG) in Q2 2026, closing a stake of 7 shares — an estimated $123 sold.

Toth Financial Advisory first reported a position in PCG in Q1 2023 and held it in 5 quarters. The position peaked at $34.9K in Q3 2023. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Toth Financial Advisory reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 7 PG&E shares in Q2 2026, an estimated $123.
  • Toth Financial Advisory first reported a position in PG&E in Q1 2023 and held it in 5 quarters.
  • Toth Financial Advisory's PG&E position peaked at $34.9K in Q3 2023.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.