Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,506,443
+$1,001,234 QoQ
Shares Held
126,784
-13.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $89,509,666 across 22 Asset Management names. IVZ ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
25,331 | $24,357,274 | |
| 2 | APO |
Apollo Global Management, Inc.
|
102,117 | $12,081,461 | |
| 3 | STT |
State Street Corp
|
104,885 | $10,848,117 | |
| 4 | BX |
Blackstone Inc.
|
88,276 | $10,387,435 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
126,784 | $8,506,443 | |
| 6 | KKR |
KKR & Co. Inc.
|
66,860 | $6,136,409 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
117,123 | $4,988,267 | |
| 8 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
168,135 | $3,557,736 |
No Holdings History
No holdings records found for this institution in IVZ.