Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$101,391,905
+$20,732,503 QoQ
Shares Held
1,380,567
+3.9% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,679,289,902 across 167 Asset Management names. IVZ ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
9,898,858 | $544,413,544 | |
| 2 | BX |
Blackstone Inc.
|
1,675,214 | $197,122,431 | |
| 3 | APO |
Apollo Global Management, Inc.
|
1,645,757 | $194,709,510 | |
| 4 | BLK |
BlackRock, Inc.
|
186,980 | $179,792,488 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
1,380,567 | $101,391,905 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
1,349,594 | $57,479,208 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
3,257,464 | $42,379,606 | |
| 8 | KKR |
KKR & Co. Inc.
|
308,259 | $28,292,011 |
All Filings in IVZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,832,860 | 107,346 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,381,683 | 98,052 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,196,434 | 83,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $779,088 | 33,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,590 | 19,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $392,720 | 25,888 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $610,646 | 34,934 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $367,759 | 20,943 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||