Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,722,592
New position
Shares Held
12,287
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Foster Victor Wealth Advisors, LLC holds $20,758,014 across 6 Asset Management names. IVZ ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,766,585 | $15,457,618 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
12,287 | $3,722,592 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
12,236 | $521,131 | |
| 4 | BCSF |
Bain Capital Specialty Finance, Inc.
|
31,278 | $391,600 | |
| 5 | BX |
Blackstone Inc.
|
2,890 | $340,066 | |
| 6 | BLK |
BlackRock, Inc.
|
338 | $325,007 |
No Holdings History
No holdings records found for this institution in IVZ.