Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$665,803
+$13,639 QoQ
Shares Held
21,322
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $2,847,049 across 5 Asset Management names. IVZ ranks #2 (23.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.