Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,323,616
+$574,858 QoQ
Shares Held
244,352
+1.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $54,866,396 across 14 Asset Management names. IVZ ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
626,956 | $33,611,110 | |
| 2 | TROW |
Price T Rowe Group Inc
|
88,320 | $10,041,100 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
244,352 | $8,323,616 | |
| 4 | BLK |
BlackRock, Inc.
|
791 | $760,593 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,595 | $731,722 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
5,207 | $221,765 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,045 | $179,229 | |
| 8 | EVN |
Eaton Vance Municipal Income Trust
|
15,863 | $178,617 |
No Holdings History
No holdings records found for this institution in IVZ.