Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$319,345
+$19,996 QoQ
Shares Held
12,101
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#425
of 667 holders
Holding Since
Sep 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, 2026ANB BANK holds $2,144,151 across 3 Asset Management names. IVZ ranks #3 (14.9% of the industry book) .
All Filings in IVZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,345 | 12,101 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $299,349 | 12,324 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $313,900 | 11,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $279,019 | 12,163 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||