Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$731,583
+$11,749 QoQ
Shares Held
27,722
-6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#307
of 667 holders
Holding Since
Jun 2025
5 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, 2026Arvest Bank Trust Division holds $5,484,549 across 3 Asset Management names. IVZ ranks #3 (13.3% of the industry book) .
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,583 | 27,722 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $719,834 | 29,635 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $753,738 | 28,692 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $678,221 | 29,565 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $487,056 | 30,885 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||