Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,473,437
+$455,104 QoQ
Shares Held
49,127
-0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $38,224,881 across 52 Asset Management names. IVZ ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
27,677 | $26,613,096 | |
| 2 | TPG |
TPG Inc.
|
63,601 | $2,579,020 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
49,127 | $2,473,437 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
42,372 | $1,804,622 | |
| 5 | AMP |
Ameriprise Financial Inc
|
3,108 | $1,425,826 | |
| 6 | STT |
State Street Corp
|
6,437 | $965,749 | |
| 7 | TROW |
Price T Rowe Group Inc
|
8,071 | $917,591 | |
| 8 | BX |
Blackstone Inc.
|
1,843 | $216,865 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $17,206 | 655 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,702 | 205 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||