Position in IVZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$422,873
+$142,156 QoQ
Shares Held
4,548
+28.2% QoQ
Ownership
0.001%
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 76%
Shared 0%
None 24%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Accredited Investors Inc. holds $4,811,001 across 12 Asset Management names. IVZ ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
45,532 | $760,384 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
|
50,898 | $688,649 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
4,548 | $422,873 | |
| 4 | ARCC |
Ares Capital Corp
|
21,000 | $389,130 | |
| 5 | STT |
State Street Corp
|
7,204 | $386,206 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
20,024 | $381,857 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
23,000 | $362,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
15,000 | $355,650 |
No Holdings History
No holdings records found for this institution in IVZ.