Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$128,255
-$32,233 QoQ
Shares Held
4,860
-30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#493
of 663 holders
Holding Since
Mar 2025
4 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, 2026Bayforest Capital Ltd holds $1,340,251 across 16 Asset Management names. IVZ ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
3,406 | $367,098 | |
| 2 | AMP |
Ameriprise Financial Inc
|
596 | $273,420 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
4,860 | $128,255 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
11,031 | $96,521 | |
| 5 | RJF |
Raymond James Financial Inc
|
631 | $95,930 | |
| 6 | BX |
Blackstone Inc.
|
791 | $93,076 | |
| 7 | FHI |
Federated Hermes, Inc.
|
1,288 | $71,123 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,780 | $48,686 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,255 | 4,860 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $160,488 | 6,996 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $615 | 39 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $98,468 | 6,491 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||