Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,576,760
+$371,439 QoQ
Shares Held
168,488
+11.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $31,223,291 across 7 Asset Management names. IVZ ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
208,259 | $24,505,836 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
168,488 | $3,576,760 | |
| 3 | BLK |
BlackRock, Inc.
|
1,353 | $1,300,990 | |
| 4 | STT |
State Street Corp
|
11,056 | $738,974 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
53,765 | $590,877 | |
| 6 | BEN |
Franklin Templeton Inc
|
8,317 | $276,706 | |
| 7 | MAIN |
Main Street Capital CORP
|
4,494 | $233,148 |
No Holdings History
No holdings records found for this institution in IVZ.