INVESCO FINANCIAL PREFERRED (PGF) Institutional Ownership and Insiders Activity
INVESCO FINANCIAL PREFERRED (PGF) is widely held by institutional investors, with 146 firms reporting positions valued at approximately $139.75M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $20.46M in PGF holdings in its latest filing.
Institutional Holders
146
Total Reported Value
$139.75M
Largest Holder
Morgan Stanley
Largest Position
$20.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
19
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$20.46M
- Ubs Group Ag$18.43M
- Bank Of America Corp$9.87M
- Lpl Financial Llc$9.76M
- Wells Fargo & Company/Mn$9.30M