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PG&E Corporation shares owned by Kaufman Rossin Wealth

Quarter-by-quarter ownership of PG&E Corporation (PCG) shares owned by Kaufman Rossin Wealth from 13F filings

Historical chart of Kaufman Rossin Wealth investment in PG&E Corporation

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All positions including PG&E Corporation held by Kaufman Rossin Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PG&E Corporation by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $174k 12k 15.08
2025-06-30 $309k 22k 13.94
2025-03-31 $308k 18k 17.18

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Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding PG&E Corporation

Vanguard Group
BlackRock
Massachusetts Financial Services
FMR
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Third Point
AQR Capital Management
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
PointState Capital
Sessa Capital IM

View all funds holding PG&E Corporation