West Branch Capital’s PG&E PCG Stock Holding History

West Branch Capital’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 Q1	–	Sell	-30	Closed	-$606	–	564
2024 Q4	$606	Hold	30	–	–	﹤0.01%	424
2024 Q3	$594	Buy	+30	New	+$561	﹤0.01%	410

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

West Branch Capital's PCG Position: Q1 2025 in Review

West Branch Capital sold out of PG&E (PCG) in Q1 2025, closing a stake of 30 shares — an estimated $606 sold.

West Branch Capital first reported a position in PCG in Q3 2024 and held it in 2 quarters. The position peaked at $606 in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

West Branch Capital reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 30 PG&E shares in Q1 2025, an estimated $606.
West Branch Capital first reported a position in PG&E in Q3 2024 and held it in 2 quarters.
West Branch Capital's PG&E position peaked at $606 in Q4 2024.
748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.