Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,306,221
+$1,108,320 QoQ
Shares Held
606,367
+8.8% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. SF ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,306,221 | 606,367 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $41,197,901 | 557,331 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $178,844,832 | 1,428,245 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $154,691,670 | 1,363,282 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $142,018,530 | 1,368,457 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,203,526 | 1,211,580 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $128,087,883 | 1,207,465 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $95,882,506 | 1,021,113 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $71,366,936 | 848,092 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $98,687,837 | 1,262,478 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $69,142,044 | 999,885 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $60,117,808 | 978,480 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $54,493,982 | 913,256 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,391,484 | 1,005,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $67,064,268 | 1,148,952 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $58,585,992 | 1,128,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $74,623,522 | 1,332,086 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $91,392,650 | 1,345,988 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $136,413,986 | 1,937,147 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $130,893,024 | 1,926,029 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $114,597,629 | 1,766,846 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $100,004,911 | 1,561,112 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $82,629,358 | 1,637,522 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $57,873,068 | 1,144,642 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $55,396,672 | 1,167,967 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,269,337 | 1,193,538 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||