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Equibles

Keystone Financial Group

Position in IVZ — Invesco Ltd.

CIK 1729299 LEXINGTON, KY
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$2,098,312
+$804,318 QoQ
Shares Held
7,957
+22.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $14,942,404 across 24 Asset Management names. IVZ ranks #2 (14.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 87,798 $4,706,850
2 IVZ
Invesco Ltd.
This page 		7,957 $2,098,312
3 NIE
Virtus Equity & Convertible Income Fund
 47,812 $1,284,230
4 APAM
Artisan Partners Asset Management Inc.
 29,067 $1,003,683
5 DNP
Dnp Select Income Fund Inc
 82,591 $891,156
6 BLK
BlackRock, Inc.
 580 $557,704
7 BX
Blackstone Inc.
 4,130 $485,977
8 TROW
Price T Rowe Group Inc
 3,865 $439,411

All Filings in IVZ

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2025-06-30 $198,623 12,595
2025-03-31 $193,356 12,746
2024-12-31 $226,418 12,953
2024-09-30 $228,367 13,005
2024-06-30 $193,776 12,953
2024-03-31 $217,312 13,099
2023-12-31 $232,597 13,038
2023-09-30 $188,397 12,975
2023-06-30 $217,117 12,916
2022-12-31 $234,211 13,019
2022-09-30 $179,182 13,079
2022-06-30 $195,737 12,135
2022-03-31 $279,049 12,101
2021-12-31 $242,653 10,541
2021-09-30 $253,564 10,517
2021-06-30 $296,596 11,096
2021-03-31 $284,431 11,278
2020-12-31 $197,952 11,357
2020-09-30 $136,075 11,926
2020-06-30 $165,445 15,376
2020-03-31 $132,449 14,587