Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,997,089
-$18,262,533 QoQ
Shares Held
340,928
-69.6% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#91
of 663 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Delta Global Management LP holds $23,560,824 across 3 Asset Management names. IVZ ranks #1 (38.2% of the industry book) .
All Filings in IVZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,997,089 | 340,928 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,259,622 | 1,122,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,112,376 | 1,336,596 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||