Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$677,668
+$225,692 QoQ
Shares Held
25,679
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#311
of 663 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WRIGHT INVESTORS SERVICE INC holds $1,809,324 across 3 Asset Management names. IVZ ranks #1 (37.5% of the industry book) .
All Filings in IVZ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,668 | 25,679 | Shares | Sole | 2026-08-05 | |
| 2024-09-30 | $451,976 | 25,739 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $539,352 | 36,053 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $776,196 | 46,787 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $817,839 | 45,843 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $788,073 | 54,275 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $893,838 | 53,173 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $965,566 | 58,876 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,049,734 | 58,351 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $801,176 | 58,480 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,015,448 | 62,954 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,417,080 | 104,817 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,489,577 | 151,589 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,474,009 | 144,090 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,692,294 | 138,133 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,400,411 | 134,830 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||