Position in IVZ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$18,648,330
-$1,113,438 QoQ
Shares Held
82,526
+0.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $32,459,011 across 47 Asset Management names. IVZ ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
82,526 | $18,648,330 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,035,893 | |
| 3 | TROW |
Price T Rowe Group Inc
|
30,353 | $2,736,019 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
73,325 | $1,664,477 | |
| 5 | SOR |
Source Capital /De/
|
31,977 | $1,481,174 | |
| 6 | BX |
Blackstone Inc.
|
8,700 | $1,000,413 | |
| 7 | STT |
State Street Corp
|
15,379 | $759,261 | |
| 8 | BLK |
BlackRock, Inc.
|
720 | $692,431 |
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-03-31 | $5,044 | 200 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $6,972 | 400 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $7,987 | 700 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $7,532 | 700 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $17,842 | 1,965 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||