Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,826,203
+$292,596 QoQ
Shares Held
182,880
-2.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#8
of 88 holders
Holding Since
Mar 2026
2 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, 2026VISTA INVESTMENT PARTNERS LLC holds $10,161,053 across 5 Asset Management names. IVZ ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
182,880 | $4,826,203 | |
| 2 | FHI |
Federated Hermes, Inc.
|
85,511 | $4,721,917 | |
| 3 | BLK |
BlackRock, Inc.
|
315 | $302,891 | |
| 4 | DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
|
17,500 | $193,200 | |
| 5 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
24,141 | $116,842 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,826,203 | 182,880 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,533,607 | 186,645 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||