Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$518,748
+$8,221 QoQ
Shares Held
19,657
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#350
of 667 holders
Holding Since
Dec 2025
3 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, 2026Fieldview Capital Management, LLC holds $6,801,251 across 10 Asset Management names. IVZ ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
12,023 | $1,827,856 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
31,453 | $1,380,157 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
108,890 | $952,787 | |
| 4 | STEP |
StepStone Group Inc.
|
18,199 | $752,710 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
19,657 | $518,748 | |
| 6 | TPG |
TPG Inc.
|
10,352 | $419,773 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
4,532 | $345,066 | |
| 8 | BLK |
BlackRock, Inc.
|
270 | $259,621 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,748 | 19,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $510,527 | 21,018 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $441,861 | 16,820 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||