Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,806,113
+$257,259 QoQ
Shares Held
146,393
0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 85%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fiera Capital Corp holds $149,109,844 across 71 Asset Management names. IVZ ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
380,446 | $17,063,002 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
371,358 | $15,816,137 | |
| 3 | AMP |
Ameriprise Financial Inc
|
18,982 | $8,708,181 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
146,393 | $4,806,113 | |
| 5 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
505,073 | $2,969,829 | |
| 6 | SABA |
Saba Capital Income & Opportunities Fund II
|
330,990 | $2,763,766 | |
| 7 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
167,970 | $2,734,551 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
341,744 | $2,692,942 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 | $38,312,236 | 2,336,112 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $42,232,064 | 2,347,530 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $32,554,501 | 2,376,241 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,723,302 | 2,462,697 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $57,850,368 | 2,508,689 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $55,027,881 | 2,390,438 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $70,347,169 | 2,917,759 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $48,768,269 | 1,824,477 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $47,262,506 | 1,874,009 | Shares | Other | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||