Convergence Investment Partners, LLC
Position in IVZ — Invesco Ltd.
CIK 1456133
PALM BEACH GARDENS, FL
Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,483,355
-$2,848,110 QoQ
Shares Held
56,209
-68.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#228
of 667 holders
Holding Since
Sep 2025
4 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, 2026Convergence Investment Partners, LLC holds $20,788,011 across 3 Asset Management names. IVZ ranks #3 (7.1% of the industry book) .
All Filings in IVZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,355 | 56,209 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,331,465 | 178,323 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,584,935 | 136,465 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,020,830 | 131,684 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||