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Equibles

NFSG Corp

Position in IVZ — Invesco Ltd.

CIK 1879757 BOCA RATON, FL
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$976,615
+$453,563 QoQ
Shares Held
17,945
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,846
of 2,914 holders
Holding Since
Sep 2020
24 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, 2026

NFSG Corp holds $4,905,261 across 32 Asset Management names. IVZ ranks #2 (19.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 88,153 $1,633,475
2 IVZ
Invesco Ltd.
This page 		17,945 $976,615
3 MAIN
Main Street Capital CORP
 10,804 $560,511
4 BX
Blackstone Inc.
 2,274 $267,581
5 KKR
KKR & Co. Inc.
 2,644 $242,666
6 STT
State Street Corp
 2,978 $194,447
7 TROW
Price T Rowe Group Inc
 1,592 $180,994
8 FSK
FS KKR Capital Corp
 12,431 $130,525

All Filings in IVZ

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,039 532
2025-09-30 $154,065 6,716