Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,167,768
+$1,742,967 QoQ
Shares Held
168,361
+15.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $208,988,568 across 56 Asset Management names. IVZ ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | STT |
State Street Corp
|
223,801 | $14,391,888 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 6 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
168,361 | $6,167,768 | |
| 8 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 |
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,520 | 58,792 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $979,882 | 40,341 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,269,996 | 48,344 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $638,672 | 27,841 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $158,378 | 10,043 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||