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Western Financial Corp/CA Historic Quarter Change: USA Preferred Shares, Reduced

Western Financial Corp/CA historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Western Financial Corp/CA opened 1 positions, added to 4, reduced 4 and sold out of 0.

  • Q1 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 20,952.
  • Q4 2025: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 20,977.
  • Q3 2025: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 21,960.
  • Q2 2025: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 21,961.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1954480), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF20,95220,070-882$296,267$276,158-$20,1092026-04-23
Q4 2025PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF20,97720,952-25$306,678$296,267-$10,4112026-01-21
Q3 2025PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF21,96020,977-983$309,863$306,678-$3,1852025-10-21
Q2 2025PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF21,96121,960-1$313,610$309,863-$3,7472025-07-17

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