Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,082,208
+$308,280 QoQ
Shares Held
3,572
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026Fiduciary Group, LLC holds $20,019,285 across 18 Asset Management names. IVZ ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,608 | $5,484,363 | |
| 2 | STT |
State Street Corp
|
56,254 | $3,015,776 | |
| 3 | BLK |
BlackRock, Inc.
|
2,710 | $2,605,827 | |
| 4 | NTRS |
Northern Trust Corp
|
8,581 | $1,491,721 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
59,758 | $1,416,862 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
3,572 | $1,082,208 | |
| 7 | KKR |
KKR & Co. Inc.
|
8,800 | $807,664 | |
| 8 | ARCC |
Ares Capital Corp
|
42,823 | $793,510 |
No Holdings History
No holdings records found for this institution in IVZ.