Position in IVZ
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$459,688
-$47,979 QoQ
Shares Held
18,925
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Kendall Capital Management holds $19,171,301 across 9 Asset Management names. IVZ ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
88,911 | $5,821,892 | |
| 2 | FHI |
Federated Hermes, Inc.
|
96,375 | $5,465,426 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
99,860 | $3,705,804 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
34,460 | $1,875,313 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,700 | $1,023,790 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,550 | $506,961 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
18,925 | $459,688 | |
| 8 | FSK |
FS KKR Capital Corp
|
16,642 | $169,415 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||