Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,815,624
+$9,442,297 QoQ
Shares Held
185,688
-2.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026CONDOR CAPITAL MANAGEMENT holds $54,327,037 across 11 Asset Management names. IVZ ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
185,688 | $20,815,624 | |
| 2 | SLRC |
SLR Investment Corp.
|
462,362 | $5,719,417 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
415,746 | $5,354,808 | |
| 4 | MFIC |
MidCap Financial Investment Corp
|
431,882 | $4,353,370 | |
| 5 | ARCC |
Ares Capital Corp
|
217,126 | $4,023,344 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
327,029 | $3,554,805 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
211,898 | $3,538,696 | |
| 8 | CCAP |
Crescent Capital BDC, Inc.
|
279,959 | $3,057,152 |
No Holdings History
No holdings records found for this institution in IVZ.