Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$333,686
+$174,704 QoQ
Shares Held
16,177
+27.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
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, 2026Oakmont Advisory Group, LLC holds $793,993 across 9 Asset Management names. IVZ ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
3,151 | $358,237 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
16,177 | $333,686 | |
| 3 | BX |
Blackstone Inc.
|
245 | $28,829 | |
| 4 | PFG |
Principal Financial Group Inc
|
228 | $24,573 | |
| 5 | STT |
State Street Corp
|
264 | $15,312 | |
| 6 | BLK |
BlackRock, Inc.
|
14 | $13,461 | |
| 7 | AMP |
Ameriprise Financial Inc
|
23 | $10,551 | |
| 8 | ARES |
Ares Management Corp
|
52 | $5,788 |
No Holdings History
No holdings records found for this institution in IVZ.