Position in IVZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,184
-$2,623 QoQ
Shares Held
1,325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Crews Bank & Trust holds $2,156,132 across 17 Asset Management names. IVZ ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,546 | $1,486,803 | |
| 2 | AMP |
Ameriprise Financial Inc
|
458 | $203,535 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
4,434 | $140,070 | |
| 4 | BX |
Blackstone Inc.
|
574 | $66,004 | |
| 5 | USA |
Liberty All Star Equity Fund
|
7,142 | $39,638 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
3,338 | $34,381 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
1,325 | $32,184 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
1,550 | $24,908 |
All Filings in IVZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,184 | 1,325 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,807 | 1,325 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,395 | 1,325 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,895 | 1,325 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $20,100 | 1,325 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $44,137 | 2,525 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||