Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,117,338
-$155,954 QoQ
Shares Held
7,968
-73.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Richmond Investment Services, LLC holds $2,540,473 across 4 Asset Management names. IVZ ranks #1 (44.0% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.