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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

PCG holding history

PG&E Corp in every 13F filed by Wallace Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PCG overviewAll 13F holders of PCGFull Q2 2026 holdings

Shares (Q2 2026)
18,553
Value
$312.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of PCG by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,553$312.1K0.3%+1,064+6.1%AddedHolders
Q1 202617,489$307.3K0.3%+14+0.1%AddedHolders
Q4 202517,475$280.8K0.3%−9,328−34.8%ReducedHolders
Q3 202526,803$373.6K0.3%−5,806−17.8%ReducedHolders
Q2 202532,609$560.2K0.4%+5,479+20.2%AddedHolders
Q1 202527,130$547.5K0.4%−220−0.8%ReducedHolders
Q4 202427,350$540.7K0.4%−5,733−17.3%ReducedHolders
Q3 202433,083$577.6K0.4%−983−2.9%ReducedHolders
Q2 202434,066$594.8K0.4%−825−2.4%ReducedHolders
Q1 202434,891$629.1K0.5%+1,379+4.1%AddedHolders
Q4 202333,512$540.5K0.4%−2,825−7.8%ReducedHolders
Q3 202336,337$627.9K0.5%−995−2.7%ReducedHolders
Q2 202337,332$603.7K0.5%00.0%UnchangedHolders
Q1 202337,332$603.7K0.5%−1,136−3.0%ReducedHolders
Q4 202238,468$625.5K0.5%–No prior filingHolders