Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$390,637
+$39,083 QoQ
Shares Held
5,099
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
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%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $3,514,491 across 39 Asset Management names. IVZ ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,034 | $994,253 | |
| 2 | STT |
State Street Corp
|
6,282 | $487,100 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
5,099 | $390,637 | |
| 4 | AMP |
Ameriprise Financial Inc
|
698 | $320,214 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
26,000 | $239,720 | |
| 6 | BX |
Blackstone Inc.
|
1,435 | $168,856 | |
| 7 | VMO |
Invesco Municipal Opportunity Trust
|
15,000 | $148,050 | |
| 8 | APO |
Apollo Global Management, Inc.
|
924 | $109,318 |
All Filings in IVZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $30,340 | 2,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,960 | 2,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $35,120 | 2,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $29,920 | 2,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $33,180 | 2,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $35,680 | 2,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $14,520 | 1,000 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||