Position in IVZ
as of Sep 30, 2026
· filed Oct 1, 2026
Position Value
$0
-$350,233 QoQ
Shares Held
1,187
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
8 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 Sep 30, 2026Stonebridge Financial Group, LLC holds $6,061,155 across 4 Asset Management names. IVZ ranks #4 (0.0% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.