Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,050,615
-$3,079 QoQ
Shares Held
197,423
-6.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WESBANCO BANK INC holds $36,394,726 across 26 Asset Management names. IVZ ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,853 | $15,243,609 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
197,423 | $5,050,615 | |
| 3 | APO |
Apollo Global Management, Inc.
|
32,453 | $3,839,514 | |
| 4 | KKR |
KKR & Co. Inc.
|
26,927 | $2,471,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
119,188 | $1,399,266 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
73,979 | $946,931 | |
| 7 | CG |
Carlyle Group Inc.
|
21,353 | $899,174 | |
| 8 | STT |
State Street Corp
|
15,662 | $839,639 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-09-30 | $1,297,865 | 53,831 | Shares | Sole | 2021-10-12 | |
| 2020-03-31 | $94,322 | 10,388 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||