Invesco Financial Preferred
$13.44-0.2%
+$7.5M
Net Activity
+1.42% total shares
Institutions Holding
148
Popularity Rank
#3723
Avg Weight
0.05%
Total Value
$141.5M
148 institutions currently hold PGF, with 69 net buyers and 52 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
52
Net Buying Institutions
69
Top 5 by Value
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Across its top 20 institutional holders, PGF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 22/100).
PGF ranks #3723 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
148 institutions disclose a position in PGF, but none treat it as a major bet — even Lord & Richards Wealth Management, LLC, its most concentrated holder, allocates just 1.0% of its own portfolio to it.
North Star Investment Management Corp. has added to its PGF position for two straight quarters, increasing it by $855.8K to reach $4.6M today.
LPL Financial LLC has trimmed its PGF position for two straight quarters, cutting it by $1.8M while still holding $9.8M.
PGF is down 0.2% today, but institutions show net buying of $7.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$13.6M
Total Buy Value
$10.4M
Total Sell Value
69
Net Buyers
52
Net Sellers
PGF
Q2 2026
Top 5 Institutional Movers
-$4.1M
+$4.1M
+$1.2M
+$844.0K
PGF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46137V621
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access PGF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PGFCLI
npx alphasmo stocks get PGF