Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$265,272
+$59,050 QoQ
Shares Held
10,052
+18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#449
of 663 holders
Holding Since
Mar 2026
2 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, 2026VICTORY FINANCIAL GROUP, LLC holds $903,165 across 4 Asset Management names. IVZ ranks #1 (29.4% of the industry book) .
All Filings in IVZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,272 | 10,052 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $206,222 | 8,490 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||