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Bayforest Capital’s Invesco IVZ Stock Holding History

Bayforest Capital’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Buy
+4,860
New +$129K 0.12% 338
2025
Q4 		– Sell
-6,996
Closed -$160K – 864
2025
Q3 		$160K Buy
6,996
+6,957
+17,838% +$144K 0.08% 437
2025
Q2 		$615 Sell
39
-6,452
-99% -$92.7K ﹤0.01% 705
2025
Q1 		$98.5K Buy
+6,491
New +$111K 0.04% 492

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bayforest Capital's IVZ Position: Q2 2026 in Review

Bayforest Capital opened a new position in Invesco (IVZ) in Q2 2026: 4,860 shares worth $128K. The stake represents 0.12% of the portfolio and ranks #338 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in IVZ as recently as Q3 2025.

Bayforest Capital first reported a position in IVZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $160K in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Bayforest Capital held 4,860 shares of Invesco worth $128K as of Q2 2026.
  • Invesco was a new Bayforest Capital position in Q2 2026.
  • Invesco made up 0.12% of Bayforest Capital's portfolio in Q2 2026, its #338 holding.
  • Bayforest Capital first reported a position in Invesco in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Invesco position peaked at $160K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.