INVESCO BUILDING & CONSTRUCT (PKB) Institutional Shareholders
INVESCO BUILDING & CONSTRUCT (PKB) 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 $274.39M in PKB holdings during the latest filing period.
Rmg Wealth Management Llc is currently the largest disclosed institutional shareholder of PKB tracked by InsiderSet, reporting ownership valued at approximately $86.93M 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 $121.13M, representing an estimated gain of +39.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PKB value among the investors covered in this analysis. Major shareholders include Rmg Wealth Management Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BUILDING & CONSTRUCT (PKB).
This page ranks the largest institutional PKB 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
102
Total Reported Value
$274.39M
Largest Holder
Rmg Wealth Management Llc
Largest Position
$86.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rmg Wealth Management Llc | 8.97% | 1,326,149 | $86,929,057 | $121,130,450 | +$34,201,393 | +39.34% | |
| Morgan Stanley | 0.00% | 289,760 | $32,470,573 | $26,466,678 | -$6,003,895 | -18.49% | |
| Lpl Financial Llc | 0.00% | 193,635 | $21,698,770 | $17,686,621 | -$4,012,149 | -18.49% | |
| Cetera Investment Advisers | 0.01% | 132,456 | $14,843,032 | $12,098,531 | -$2,744,501 | -18.49% | |
| Bank Of America Corp | 0.00% | 114,985 | $12,885,247 | $10,502,730 | -$2,382,517 | -18.49% | |
| Raymond James Financial Inc | 0.00% | 92,231 | $10,335,437 | $8,424,380 | -$1,911,057 | -18.49% | |
| Wells Fargo & Company/Mn | 0.00% | 84,241 | $9,440,051 | $7,694,573 | -$1,745,478 | -18.49% | |
| Royal Bank Of Canada | 0.00% | 81,343 | $9,115,000 | $7,429,870 | -$1,685,130 | -18.49% | |
| Jones Financial Companies Lllp | 0.00% | 44,317 | $4,974,530 | $4,047,915 | -$926,615 | -18.63% | |
| Mml Investors Services, Llc | 0.01% | 43,836 | $4,912,241 | $4,003,980 | -$908,261 | -18.49% | |
| Truist Financial Corp | 0.01% | 41,272 | $4,624,890 | $3,769,784 | -$855,106 | -18.49% | |
| Mai Capital Management | 0.01% | 28,940 | $3,243,063 | $2,643,380 | -$599,683 | -18.49% | |
| Highpoint Advisor Group Llc | 0.11% | 28,741 | $3,220,756 | $2,625,203 | -$595,553 | -18.49% | |
| Great Diamond Partners, Llc | 0.49% | 25,482 | $2,855,513 | $2,327,526 | -$527,987 | -18.49% | |
| Fifth Third Securities, Inc. | 0.16% | 25,192 | $2,823,016 | $2,301,037 | -$521,979 | -18.49% | |
| Ameriprise Financial Inc | 0.00% | 24,395 | $2,733,732 | $2,228,239 | -$505,493 | -18.49% | |
| Independent Financial Group, Llc | 0.04% | 20,675 | $2,316,865 | $1,888,455 | -$428,411 | -18.49% | |
| Envestnet Asset Management Inc | 0.00% | 19,773 | $2,215,713 | $1,806,066 | -$409,647 | -18.49% | |
| Axxcess Wealth Management, Llc | 0.04% | 19,675 | $2,204,736 | $1,797,115 | -$407,622 | -18.49% | |
| Capital Asset Advisory Services Llc | 0.08% | 19,675 | $2,204,736 | $1,797,115 | -$407,622 | -18.49% | |
| Bnp Paribas Financial Markets | 0.00% | 19,392 | $2,173,068 | $1,771,265 | -$401,803 | -18.49% | |
| Outlook Wealth Advisors, Llc | 0.47% | 19,316 | $2,164,553 | $1,764,323 | -$400,230 | -18.49% | |
| Braeburn Wealth Management Llc | 0.79% | 16,415 | $1,839,463 | $1,499,346 | -$340,117 | -18.49% | |
| Osaic Holdings, Inc. | 0.00% | 14,487 | $1,623,984 | $1,323,243 | -$300,741 | -18.52% | |
| Ubs Group Ag | 0.00% | 14,455 | $1,619,828 | $1,320,320 | -$299,508 | -18.49% | |
| Nilsine Partners, Llc | 0.11% | 14,095 | $1,579,486 | $1,287,437 | -$292,049 | -18.49% | |
| Kestra Advisory Services, Llc | 0.01% | 14,024 | $1,571,538 | $1,280,952 | -$290,586 | -18.49% | |
| Quantinno Capital Management Lp | 0.00% | 13,041 | $1,461,386 | $1,191,165 | -$270,221 | -18.49% | |
| Baird Financial Group, Inc. | 0.00% | 12,861 | $1,441,204 | $1,174,724 | -$266,480 | -18.49% | |
| Leuthold Group, Llc | 0.13% | 11,203 | $1,255,408 | $1,023,282 | -$232,126 | -18.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,805 | $1,098,770 | $895,589 | -$203,181 | -18.49% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 7,900 | $885,274 | $721,586 | -$163,688 | -18.49% | |
| Mariner, Llc | 0.00% | 7,717 | $864,767 | $704,871 | -$159,896 | -18.49% | |
| Accel Wealth Management | 0.19% | 7,554 | $846,487 | $689,982 | -$156,505 | -18.49% | |
| Equitable Holdings, Inc. | 0.01% | 7,547 | $845,673 | $689,343 | -$156,330 | -18.49% | |
| Ibex Wealth Advisors | 0.06% | 7,268 | $814,445 | $663,859 | -$150,586 | -18.49% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,537 | $732,536 | $597,090 | -$135,446 | -18.49% | |
| Private Advisor Group, Llc | 0.00% | 6,175 | $691,959 | $564,025 | -$127,935 | -18.49% | |
| Fmr Llc | 0.00% | 6,162 | $690,532 | $562,837 | -$127,695 | -18.49% | |
| Susquehanna International Group, Llp | 0.00% | 5,842 | $654,655 | $533,608 | -$121,047 | -18.49% | |
| Wealthcare Advisory Partners Llc | 0.01% | 5,794 | $649,324 | $529,224 | -$120,100 | -18.50% | |
| Elm3 Financial Group, Llc | 0.43% | 5,638 | $631,796 | $514,975 | -$116,821 | -18.49% | |
| Oneascent Financial Services Llc | 0.03% | 5,485 | $614,677 | $501,000 | -$113,677 | -18.49% | |
| Prospera Financial Services Inc | 0.01% | 5,101 | $571,950 | $465,925 | -$106,025 | -18.54% | |
| Sound Income Strategies, Llc | 0.03% | 5,079 | $569,153 | $463,916 | -$105,237 | -18.49% | |
| Soa Wealth Advisors, Llc. | 0.09% | 4,788 | $536,488 | $437,336 | -$99,152 | -18.48% | |
| Coppell Advisory Solutions Llc | 0.04% | 189 | $535,679 | $17,263 | -$518,416 | -96.78% | |
| Sigma Planning Corp | 0.01% | 4,628 | $518,598 | $422,722 | -$95,876 | -18.49% | |
| High Point Wealth Management, Llc | 0.41% | 4,471 | $501,058 | $408,381 | -$92,677 | -18.50% | |
| Kkm Financial Llc | 0.06% | 4,047 | $453,507 | $369,653 | -$83,854 | -18.49% |
Frequently asked questions about PKB
Who owns the most PKB stock?
The largest holders of PKB 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 BUILDING & CONSTRUCT (PKB).
Is PKB widely held by superinvestors?
Many widely followed stocks like PKB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PKB 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.