Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,200
-$7,872 QoQ
Shares Held
2,000
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TANDEM CAPITAL MANAGEMENT CORP /ADV holds $5,138,441 across 5 Asset Management names. IVZ ranks #5 (4.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.