MALTESE CAPITAL MANAGEMENT LLC

Position in IVZ — Invesco Ltd.

CIK 1040762 New York, NY

Position in IVZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$989,624

+$503,825 QoQ

Shares Held

37,500

+87.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#279

of 667 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MALTESE CAPITAL MANAGEMENT LLC holds $14,699,441 across 5 Asset Management names. IVZ ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRBG	Corebridge Financial, Inc.	196,100	$5,614,341
2	FHI	Federated Hermes, Inc.	50,400	$2,783,087
3	BEN	Franklin Resources Inc	83,300	$2,771,390
4	WT	WisdomTree, Inc.	150,000	$2,540,999
5	IVZ	Invesco Ltd. This page	37,500	$989,624

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$989,624	37,500	+87.5%	Shares	Defined	2026-08-14
2026-03-31	$485,799	20,000	-79.0%	Shares	Sole	2026-05-15
2025-12-31	$2,504,449	95,335	-69.7%	Shares	Sole	2026-02-17
2025-09-30	$7,226,098	315,000	+110.0%	Shares	Sole	2025-11-14
2025-06-30	$2,365,498	150,000	+114.3%	Shares	Defined	2025-08-14
2025-03-31	$1,061,899	70,000	-67.4%	Shares	Defined	2025-05-15
2022-06-30	$3,467,950	215,000	-28.8%	Shares	Sole	2022-08-15
2022-03-31	$6,966,426	302,100	+4.2%	Shares	Sole	2022-05-16
2021-12-31	$6,675,800	290,000	+5700.0%	Shares	Defined	2022-02-14
2021-09-30	$120,550	5,000	-97.1%	Shares	Sole	2021-11-15
2021-06-30	$4,544,100	170,000	+142.9%	Shares	Sole	2021-08-16
2021-03-31	$1,765,400	70,000	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.