Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,264,265
+$852,737 QoQ
Shares Held
32,588
-17.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 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, 2026Mayflower Financial Advisors, LLC holds $12,735,794 across 11 Asset Management names. IVZ ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
32,588 | $5,264,265 | |
| 2 | STT |
State Street Corp
|
16,184 | $1,806,678 | |
| 3 | BLK |
BlackRock, Inc.
|
1,643 | $1,579,843 | |
| 4 | ARCC |
Ares Capital Corp
|
76,250 | $1,412,912 | |
| 5 | BX |
Blackstone Inc.
|
9,050 | $1,064,913 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
32,689 | $383,768 | |
| 7 | KKR |
KKR & Co. Inc.
|
2,895 | $265,703 | |
| 8 | NBB |
Nuveen Taxable Municipal Income Fund
|
16,594 | $261,853 |
No Holdings History
No holdings records found for this institution in IVZ.