Position in PGZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$348,295
+$10,748 QoQ
Shares Held
36,243
+7.5% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PGZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $2,313,632,559 across 111 Asset Management names. PGZ ranks #94 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
983,096 | $436,887,862 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,459,488 | $356,109,267 | |
| 3 | STT |
State Street Corp
|
2,768,064 | $350,326,179 | |
| 4 | TROW |
Price T Rowe Group Inc
|
3,694,171 | $332,992,573 | |
| 5 | SEIC |
Sei Investments Co
|
1,822,669 | $143,024,835 | |
| 6 | BLK |
BlackRock, Inc.
|
142,210 | $136,764,779 | |
| 7 | NTRS |
Northern Trust Corp
|
855,848 | $119,450,705 | |
| 8 | PFG |
Principal Financial Group Inc
|
555,487 | $50,054,933 |
All Filings in PGZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,295 | 36,243 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $337,547 | 33,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,760 | 35,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $365,149 | 34,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $367,033 | 34,856 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $378,611 | 38,321 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $409,190 | 36,633 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,247 | 38,320 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $858,567 | 83,114 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $711,613 | 75,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $724,196 | 80,199 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $737,738 | 77,985 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $704,930 | 74,517 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $921,325 | 89,017 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $904,728 | 81,950 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,127,253 | 87,384 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,387,950 | 88,292 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,461,980 | 92,589 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,344,212 | 91,443 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,361,037 | 89,719 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $1,179,976 | 87,341 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,048,084 | 85,979 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $941,151 | 87,876 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,358,019 | 112,980 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,408,683 | 116,324 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||