Patriot Financial Group Insurance Agency, LLC

Insurance

Position in IVZ — Invesco Ltd.

CIK 1694883 Westborough, MA

Position in IVZ

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,151,389

-$7,031,194 QoQ

Shares Held

107,527

-47.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $21,895,714 across 19 Asset Management names. IVZ ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	107,527	$13,151,389
2	FSCO	FS Credit Opportunities Corp.	348,260	$1,737,817
3	BLK	BlackRock, Inc.	1,146	$1,101,947
4	BPRE	Bluerock Private Real Estate Fund	82,090	$1,067,990
5	TROW	Price T Rowe Group Inc	8,722	$991,604
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,466	$474,686
7	AMP	Ameriprise Financial Inc	1,004	$460,595
8	BX	Blackstone Inc.	3,563	$419,258

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2022-06-30	$17,259	1,070	-42.2%	Shares	Sole	2022-07-29
2022-03-31	$42,684	1,851	-57.7%	Shares	Sole	2022-05-11
2021-12-31	$100,666	4,373	-51.8%	Shares	Sole	2022-01-10
2021-09-30	$218,581	9,066	+755.3%	Shares	Sole	2021-11-24
2021-06-30	$28,333	1,060	0.0%	Shares	Sole	2021-07-30
2021-03-31	$26,733	1,060	-15.9%	Shares	Sole	2021-04-29
2020-12-31	$21,961	1,260	+31.2%	Shares	Sole	2021-01-15
2020-09-30	$10,953	960	-21.7%	Shares	Sole	2020-10-21
2020-06-30	$13,191	1,226	+360.9%	Shares	Sole	2020-07-10
2020-03-31	$2,415	266	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.