Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$711,760
+$17,220 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Curbstone Financial Management Corp holds $11,899,928 across 7 Asset Management names. IVZ ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCI |
Barings Corporate Investors
|
287,734 | $5,052,609 | |
| 2 | KKR |
KKR & Co. Inc.
|
26,508 | $2,432,904 | |
| 3 | STT |
State Street Corp
|
9,950 | $1,687,520 | |
| 4 | MPV |
Barings Participation Investors
|
47,140 | $793,837 | |
| 5 | BX |
Blackstone Inc.
|
6,466 | $760,854 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
14,000 | $711,760 | |
| 7 | TROW |
Price T Rowe Group Inc
|
4,050 | $460,444 |
No Holdings History
No holdings records found for this institution in IVZ.