WestHill Financial Advisors’s PG&E PCG Stock Holding History

WestHill Financial 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
2026 Q2	$421K	Buy	25,040 +504	+2%	+$8.48K	0.07%	56
2026 Q1	$431K	Sell	24,536 -153	-0.6%	-$2.6K	0.08%	51
2025 Q4	$397K	Sell	24,689 -569	-2%	-$9.09K	0.08%	53
2025 Q3	$381K	Hold	25,258	–	–	0.07%	49
2025 Q2	$352K	Sell	25,258 -104	-0.4%	-$1.69K	0.07%	51
2025 Q1	$436K	Hold	25,362	–	–	0.1%	44
2024 Q4	$512K	Hold	25,362	–	–	0.11%	41
2024 Q3	$501K	Buy	25,362 +104	+0.4%	+$1.95K	0.11%	42
2024 Q2	$441K	Hold	25,258	–	–	0.11%	44
2024 Q1	$423K	Buy	25,258 +3,570	+16%	+$59.8K	0.1%	43
2023 Q4	$391K	Hold	21,688	–	–	0.1%	44
2023 Q3	$350K	Buy	+21,688	New	+$373K	0.1%	44

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WestHill Financial Advisors's PCG Position: Q2 2026 in Review

WestHill Financial Advisors increased its PG&E (PCG) stake by 2.1% in Q2 2026, buying an estimated $8.48K and bringing the position to 25,040 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #56.

WestHill Financial Advisors first reported a position in PCG in Q3 2023 and has held it in 12 quarters since. The position peaked at $512K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

WestHill Financial Advisors held 25,040 shares of PG&E worth $421K as of Q2 2026.
WestHill Financial Advisors bought 504 PG&E shares in Q2 2026, an estimated $8.48K.
PG&E made up 0.07% of WestHill Financial Advisors's portfolio in Q2 2026, its #56 holding.
WestHill Financial Advisors first reported a position in PG&E in Q3 2023 and has held it in 12 quarters since.
WestHill Financial Advisors's PG&E position peaked at $512K in Q4 2024.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.