WFA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return