Security record
PGZ
name pending profile ingest
12Tracked holders
0Δ holders
843.31KShares held
$8.68MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +25.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 489.24K | +10.4% | $5.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Lido Advisors, LLC | 116.12K | +834.9% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 74.65K | +23.2% | $768,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 42.83K | -14.6% | $440,683 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | First Trust Advisors Lp | 37.02K | +2.2% | $380,986 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 22.50K | +79.8% | $231,529 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 22.49K | +8.0% | $231,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 21.43K | +13.7% | $220,548 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 14.50K | 0.0% | $149,200 | 0.0% | Held | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.51K | -21.3% | $15,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 1.00K | 0.0% | $10,270 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 24 | 0.0% | $247 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 1.56M shares, $14.97M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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