Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$214,173
+$150,156 QoQ
Shares Held
3,705
+187.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026West Financial Advisors, LLC holds $497,850 across 11 Asset Management names. IVZ ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
3,705 | $214,173 | |
| 2 | PFG |
Principal Financial Group Inc
|
1,511 | $162,855 | |
| 3 | TROW |
Price T Rowe Group Inc
|
736 | $83,675 | |
| 4 | BX |
Blackstone Inc.
|
176 | $20,709 | |
| 5 | FSSL |
FS Specialty Lending Fund
|
510 | $5,686 | |
| 6 | APO |
Apollo Global Management, Inc.
|
46 | $5,442 | |
| 7 | PNNT |
Pennantpark Investment Corp
|
404 | $1,401 | |
| 8 | SAR |
Saratoga Investment Corp.
|
57 | $1,271 |
No Holdings History
No holdings records found for this institution in IVZ.