TCA
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Trifecta Capital Advisors’s PG&E PCG Stock Holding History

Trifecta Capital Advisors’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
2025
Q4 		– Sell
-75
Closed -$1.13K – 400
2025
Q3 		$1.13K Hold
75
– – ﹤0.01% 396
2025
Q2 		$1.05K Hold
75
– – ﹤0.01% 422
2025
Q1 		$1.29K Buy
+75
New +$1.24K ﹤0.01% 350

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trifecta Capital Advisors's PCG Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of PG&E (PCG) in Q4 2025, closing a stake of 75 shares — an estimated $1.13K sold.

Trifecta Capital Advisors first reported a position in PCG in Q1 2025 and held it in 3 quarters. The position peaked at $1.29K in Q1 2025. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 75 PG&E shares in Q4 2025, an estimated $1.13K.
  • Trifecta Capital Advisors first reported a position in PG&E in Q1 2025 and held it in 3 quarters.
  • Trifecta Capital Advisors's PG&E position peaked at $1.29K in Q1 2025.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.