INVESCO FINANCIAL PREFERRED (PGF) Institutional Shareholders
INVESCO FINANCIAL PREFERRED (PGF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $139.75M in PGF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PGF tracked by InsiderSet, reporting ownership valued at approximately $20.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.75M, representing an estimated loss of -3.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed PGF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO FINANCIAL PREFERRED (PGF).
This page ranks the largest institutional PGF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,492,566 | $20,463,089 | $19,746,648 | -$716,441 | -3.50% | |
| Ubs Group Ag | 0.00% | 1,344,454 | $18,432,464 | $17,787,126 | -$645,338 | -3.50% | |
| Bank Of America Corp | 0.00% | 720,215 | $9,874,145 | $9,528,444 | -$345,701 | -3.50% | |
| Lpl Financial Llc | 0.00% | 711,683 | $9,757,175 | $9,415,566 | -$341,609 | -3.50% | |
| Wells Fargo & Company/Mn | 0.00% | 678,599 | $9,303,585 | $8,977,865 | -$325,720 | -3.50% | |
| Investors Research Corp | 0.93% | 378,941 | $5,195,281 | $5,013,389 | -$181,892 | -3.50% | |
| North Star Investment Management Corp. | 0.25% | 338,254 | $4,637,460 | $4,475,100 | -$162,360 | -3.50% | |
| Private Advisor Group, Llc | 0.02% | 319,009 | $4,373,616 | $4,220,489 | -$153,127 | -3.50% | |
| Mai Capital Management | 0.02% | 312,987 | $4,291,057 | $4,140,818 | -$150,239 | -3.50% | |
| Signal Advisors Wealth, Llc | 0.22% | 302,502 | $4,147,301 | $4,002,101 | -$145,200 | -3.50% | |
| Janney Montgomery Scott Llc | 0.00% | 180,630 | $2,476,000 | $2,389,735 | -$86,265 | -3.48% | |
| Raymond James Financial Inc | 0.00% | 177,969 | $2,439,958 | $2,354,530 | -$85,428 | -3.50% | |
| Royal Bank Of Canada | 0.00% | 160,130 | $2,196,000 | $2,118,520 | -$77,480 | -3.53% | |
| Sterneck Capital Management, Llc | 0.90% | 153,735 | $2,107,707 | $2,033,914 | -$73,793 | -3.50% | |
| Sanctuary Advisors, Llc | 0.01% | 139,578 | $1,913,615 | $1,846,617 | -$66,998 | -3.50% | |
| Wealth Advisory Solutions, Llc | 0.35% | 125,664 | $1,722,853 | $1,662,535 | -$60,318 | -3.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 108,751 | $1,492,062 | $1,438,776 | -$53,286 | -3.57% | |
| Field & Main Bank | 0.29% | 101,976 | $1,398,091 | $1,349,142 | -$48,949 | -3.50% | |
| Prospera Financial Services Inc | 0.02% | 101,330 | $1,389,244 | $1,340,596 | -$48,648 | -3.50% | |
| Osaic Holdings, Inc. | 0.00% | 98,503 | $1,350,584 | $1,303,195 | -$47,389 | -3.51% | |
| Lord & Richards Wealth Management, Llc | 0.97% | 90,368 | $1,238,947 | $1,195,569 | -$43,378 | -3.50% | |
| Magnus Financial Group Llc | 0.09% | 87,699 | $1,202,349 | $1,160,258 | -$42,091 | -3.50% | |
| Envestnet Asset Management Inc | 0.00% | 80,046 | $1,097,432 | $1,059,009 | -$38,423 | -3.50% | |
| D.A. Davidson & Co. | 0.01% | 78,203 | $1,072,163 | $1,034,626 | -$37,537 | -3.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,002 | $1,055,700 | $1,018,736 | -$36,964 | -3.50% | |
| Fifth Third Bancorp | 0.00% | 71,217 | $976,385 | $942,201 | -$34,184 | -3.50% | |
| Cetera Investment Advisers | 0.00% | 70,858 | $971,468 | $937,451 | -$34,017 | -3.50% | |
| Mml Investors Services, Llc | 0.00% | 69,909 | $958,451 | $924,896 | -$33,555 | -3.50% | |
| Tailwinds Wealth, Llc | 0.54% | 67,104 | $919,992 | $887,786 | -$32,206 | -3.50% | |
| International Assets Investment Management, Llc | 0.05% | 63,482 | $872,243 | $839,867 | -$32,376 | -3.71% | |
| Citadel Advisors Llc | 0.00% | 61,562 | $844,015 | $814,465 | -$29,550 | -3.50% | |
| Maripau Wealth Management Llc | 0.30% | 59,866 | $829,263 | $792,027 | -$37,236 | -4.49% | |
| Equitable Holdings, Inc. | 0.00% | 53,633 | $735,309 | $709,565 | -$25,744 | -3.50% | |
| Captrust Financial Advisors | 0.00% | 50,694 | $695,018 | $670,682 | -$24,336 | -3.50% | |
| Susquehanna International Group, Llp | 0.00% | 50,215 | $688,447 | $664,344 | -$24,103 | -3.50% | |
| Ameriprise Financial Inc | 0.00% | 42,944 | $588,765 | $568,149 | -$20,616 | -3.50% | |
| Lji Wealth Management, Llc | 0.08% | 41,353 | $566,949 | $547,100 | -$19,849 | -3.50% | |
| Rosenblum Silverman Sutton S F Inc | 0.13% | 40,845 | $559,985 | $540,379 | -$19,606 | -3.50% | |
| Kestra Advisory Services, Llc | 0.00% | 37,315 | $511,591 | $493,677 | -$17,914 | -3.50% | |
| Jones Financial Companies Lllp | 0.00% | 34,025 | $464,780 | $450,151 | -$14,629 | -3.15% | |
| Walker Asset Management, Llc | 0.23% | 33,470 | $458,874 | $442,808 | -$16,066 | -3.50% | |
| Beacon Pointe Advisors, Llc | 0.00% | 28,991 | $397,463 | $383,551 | -$13,912 | -3.50% | |
| Cim, Llc | 0.05% | 28,574 | $391,750 | $378,034 | -$13,716 | -3.50% | |
| Oppenheimer & Co Inc | 0.00% | 27,975 | $383,537 | $370,109 | -$13,428 | -3.50% | |
| Avory & Company, Llc | 0.45% | 26,492 | $363,203 | $350,489 | -$12,714 | -3.50% | |
| Citizens Financial Group Inc/Ri | 0.00% | 26,350 | $361,259 | $348,611 | -$12,649 | -3.50% | |
| Caprock Group, Llc | 0.01% | 26,068 | $357,392 | $344,880 | -$12,512 | -3.50% | |
| Leading Edge Financial Planning Llc | 0.06% | 26,014 | $356,650 | $344,165 | -$12,485 | -3.50% | |
| Truist Financial Corp | 0.00% | 25,916 | $355,315 | $342,869 | -$12,446 | -3.50% | |
| Newedge Advisors, Llc | 0.00% | 25,563 | $350,475 | $338,198 | -$12,277 | -3.50% |
Frequently asked questions about PGF
Who owns the most PGF stock?
The largest holders of PGF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FINANCIAL PREFERRED (PGF).
Is PGF widely held by superinvestors?
Many widely followed stocks like PGF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PGF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.