Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,561
-$1,363,055 QoQ
Shares Held
7,562
-75.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#508
of 690 holders
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, 2026ATLAS CAPITAL ADVISORS INC. holds $4,128,058 across 16 Asset Management names. IVZ ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
12,278 | $1,323,322 | |
| 2 | STT |
State Street Corp
|
5,578 | $946,028 | |
| 3 | NTRS |
Northern Trust Corp
|
2,822 | $490,576 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,759 | $253,221 | |
| 5 | BLK |
BlackRock, Inc.
|
237 | $227,889 | |
| 6 | IVZ |
Invesco Ltd.
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|
7,562 | $199,561 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
4,565 | $194,423 | |
| 8 | BX |
Blackstone Inc.
|
1,631 | $191,919 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,561 | 7,562 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $112,098 | 4,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $46,103 | 1,755 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $120,419 | 7,938 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||