Position in IVZ
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,300,492
+$1,202,730 QoQ
Shares Held
25,566
+50.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026Sankala Group LLC holds $3,284,423 across 14 Asset Management names. IVZ ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
25,566 | $2,300,492 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
18,740 | $565,385 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
3,112 | $73,785 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
4,237 | $66,817 | |
| 5 | ARCC |
Ares Capital Corp
|
3,185 | $59,018 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
3,234 | $54,007 | |
| 7 | MAIN |
Main Street Capital CORP
|
1,018 | $52,813 | |
| 8 | BKT |
Blackrock Income Trust, Inc.
|
4,911 | $52,645 |
No Holdings History
No holdings records found for this institution in IVZ.