Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,516,875
+$2,891,697 QoQ
Shares Held
11,608
+341.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026Crestwood Advisors Group, LLC holds $107,606,386 across 24 Asset Management names. IVZ ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
492,942 | $58,004,485 | |
| 2 | SEIC |
Sei Investments Co
|
197,095 | $17,287,202 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
214,633 | $7,559,374 | |
| 4 | ARCC |
Ares Capital Corp
|
396,855 | $7,353,722 | |
| 5 | STT |
State Street Corp
|
49,982 | $5,077,163 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
11,608 | $3,516,875 | |
| 7 | BLK |
BlackRock, Inc.
|
2,129 | $2,047,161 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
22,830 | $972,329 |
No Holdings History
No holdings records found for this institution in IVZ.