Robertson Stephens Wealth Management, LLC
Position in IVZ — Invesco Ltd.
CIK 1767307
San Francisco, CA
Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,416,185
+$9,632,806 QoQ
Shares Held
301,418
+42.2% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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, 2026Robertson Stephens Wealth Management, LLC holds $63,926,627 across 18 Asset Management names. IVZ ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
301,418 | $15,416,185 | |
| 2 | STT |
State Street Corp
|
208,672 | $11,186,905 | |
| 3 | BX |
Blackstone Inc.
|
71,237 | $8,382,457 | |
| 4 | TROW |
Price T Rowe Group Inc
|
50,597 | $5,752,372 | |
| 5 | SII |
Sprott Inc.
|
46,384 | $5,211,242 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
110,516 | $4,446,058 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
275,686 | $3,550,835 | |
| 8 | BLK |
BlackRock, Inc.
|
3,547 | $3,410,653 |
No Holdings History
No holdings records found for this institution in IVZ.