Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$564,372
-$103,395 QoQ
Shares Held
22,672
-31.2% QoQ
Ownership
0.005%
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 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, 2026Murphy & Mullick Capital Management Corp holds $1,353,624 across 10 Asset Management names. IVZ ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
22,672 | $564,372 | |
| 2 | STT |
State Street Corp
|
7,008 | $375,698 | |
| 3 | BLK |
BlackRock, Inc.
|
289 | $277,890 | |
| 4 | BX |
Blackstone Inc.
|
466 | $54,834 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
2,000 | $29,640 | |
| 6 | ARES |
Ares Management Corp
|
140 | $15,583 | |
| 7 | DBRG |
DigitalBridge Group, Inc.
|
750 | $11,835 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
350 | $9,016 |
No Holdings History
No holdings records found for this institution in IVZ.