Position in IVZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$31,880,650
+$1,857,895 QoQ
Shares Held
1,208,058
-2.3% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#48
of 663 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $225,374,059 across 13 Asset Management names. IVZ ranks #6 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
347,146 | $37,415,395 | |
| 2 | TROW |
Price T Rowe Group Inc
|
321,452 | $36,545,877 | |
| 3 | STT |
State Street Corp
|
208,736 | $35,401,625 | |
| 4 | BEN |
Franklin Resources Inc
|
1,048,237 | $34,874,844 | |
| 5 | AMP |
Ameriprise Financial Inc
|
73,833 | $33,871,627 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
1,208,058 | $31,880,650 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
82,636 | $3,626,067 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
126,102 | $3,610,300 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,880,650 | 1,208,058 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $30,022,755 | 1,236,013 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,254,273 | 1,265,865 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||