Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,740,411
+$9,451,783 QoQ
Shares Held
223,513
+22.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026StoneX Group Inc. holds $70,459,586 across 68 Asset Management names. IVZ ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
223,513 | $39,740,411 | |
| 2 | BLK |
BlackRock, Inc.
|
3,531 | $3,395,268 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
88,662 | $2,674,932 | |
| 4 | STT |
State Street Corp
|
47,331 | $2,537,414 | |
| 5 | BX |
Blackstone Inc.
|
17,033 | $2,004,273 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
36,396 | $1,464,211 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
73,599 | $1,388,813 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
151,920 | $1,148,515 |
No Holdings History
No holdings records found for this institution in IVZ.