Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$492,173
+$32,485 QoQ
Shares Held
18,650
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#360
of 667 holders
Holding Since
Jun 2025
5 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, 2026Kendall Capital Management holds $23,747,366 across 10 Asset Management names. IVZ ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
87,077 | $7,319,692 | |
| 2 | FHI |
Federated Hermes, Inc.
|
122,110 | $6,742,914 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
96,775 | $4,246,487 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
33,985 | $2,430,607 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,685 | $1,247,004 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,485 | $530,620 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
18,650 | $492,173 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
38,675 | $366,639 |
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,173 | 18,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $459,688 | 18,925 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $507,667 | 19,325 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $449,050 | 19,575 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $308,697 | 19,575 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||