Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,804,117
+$979,556 QoQ
Shares Held
432,210
+12.7% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Permanens Capital L.P. holds $31,662,732 across 3 Asset Management names. IVZ ranks #2 (27.8% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.