Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$60,571
+$12,304 QoQ
Shares Held
1,333
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026Investment Research & Advisory Group, Inc. holds $1,758,799 across 9 Asset Management names. IVZ ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
12,930 | $1,186,715 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,636 | $284,108 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,375 | $143,741 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
1,333 | $60,571 | |
| 5 | STT |
State Street Corp
|
631 | $50,761 | |
| 6 | ARES |
Ares Management Corp
|
261 | $29,051 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
200 | $1,750 | |
| 8 | BGR |
BlackRock Energy & Resources Trust
|
102 | $1,511 |
No Holdings History
No holdings records found for this institution in IVZ.