Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,816,906
+$1,318,753 QoQ
Shares Held
26,046
+24.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FourThought Financial Partners, LLC holds $20,867,355 across 4 Asset Management names. IVZ ranks #2 (23.1% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.