Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,788,133
+$921,938 QoQ
Shares Held
333,010
+2.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#92
of 663 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Financial Group, Inc. holds $8,788,133 across 1 Asset Management name. IVZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
333,010 | $8,788,133 |
All Filings in IVZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,788,133 | 333,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,866,195 | 323,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,265,198 | 314,625 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $6,915,232 | 299,880 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,232,895 | 270,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,336,951 | 262,835 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,687,044 | 250,170 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||