Bessemer Group
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Bessemer Group’s Invesco IVZ Stock Holding History

Bessemer Group’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
Q1 		$177K Buy
7,288
+3,021
+71% +$79K ﹤0.01% 1423
2025
Q4 		$112K Sell
4,267
-3,703
-46% -$90.4K ﹤0.01% 1463
2025
Q3 		$184K Buy
7,970
+1,352
+20% +$28.1K ﹤0.01% 1143
2025
Q2 		$104K Buy
6,618
+305
+5% +$4.38K ﹤0.01% 1208
2025
Q1 		$96K Sell
6,313
-83,591
-93% -$1.43M ﹤0.01% 1212
2024
Q4 		$1.57M Buy
89,904
+4,233
+5% +$75.4K ﹤0.01% 686
2024
Q3 		$1.5M Buy
85,671
+465
+0.5% +$7.64K ﹤0.01% 707
2024
Q2 		$1.27M Sell
85,206
-135
-0.2% -$2.08K ﹤0.01% 621
2024
Q1 		$1.42M Buy
85,341
+83,767
+5,322% +$1.35M ﹤0.01% 611
2023
Q4 		$28K Buy
1,574
+317
+25% +$4.57K ﹤0.01% 1418
2023
Q3 		$18K Sell
1,257
-448
-26% -$7.21K ﹤0.01% 1493
2023
Q2 		$29K Sell
1,705
-4,885
-74% -$78.6K ﹤0.01% 1464
2023
Q1 		$108K Sell
6,590
-319
-5% -$5.69K ﹤0.01% 1056
2022
Q4 		$124K Sell
6,909
-1,952
-22% -$33.4K ﹤0.01% 991
2022
Q3 		$121K Sell
8,861
-1,287
-13% -$21.7K ﹤0.01% 992
2022
Q2 		$164K Buy
10,148
+631
+7% +$11.9K ﹤0.01% 919
2022
Q1 		$220K Sell
9,517
-2,715
-22% -$60.2K ﹤0.01% 807
2021
Q4 		$281K Buy
12,232
+3,047
+33% +$74.2K ﹤0.01% 763
2021
Q3 		$221K Hold
9,185
– – ﹤0.01% 762
2021
Q2 		$245K Sell
9,185
-562
-6% -$15.3K ﹤0.01% 747
2021
Q1 		$246K Buy
9,747
+1,390
+17% +$31.2K ﹤0.01% 710
2020
Q4 		$146K Buy
8,357
+348
+4% +$5.35K ﹤0.01% 786
2020
Q3 		$91K Hold
8,009
– – ﹤0.01% 855
2020
Q2 		$86K Buy
8,009
+6,599
+468% +$59.2K ﹤0.01% 1264
2020
Q1 		$13K Sell
1,410
-45,392
-97% -$690K ﹤0.01% 1421
2019
Q4 		$841K Sell
46,802
-116,801
-71% -$1.99M ﹤0.01% 777
2019
Q3 		$2.77M Sell
163,603
-93,159
-36% -$1.64M 0.01% 428
2019
Q2 		$5.25M Buy
256,762
+241,240
+1,554% +$5.01M 0.02% 301
2019
Q1 		$300K Buy
15,522
+8,689
+127% +$162K ﹤0.01% 918
2018
Q4 		$114K Buy
6,833
+86
+1% +$1.72K ﹤0.01% 1129
2018
Q3 		$154K Buy
6,747
+41
+0.6% +$1.02K ﹤0.01% 1039
2018
Q2 		$178K Buy
6,706
+2,277
+51% +$65.5K ﹤0.01% 1005
2018
Q1 		$141K Buy
4,429
+1,024
+30% +$35.3K ﹤0.01% 1065
2017
Q4 		$125K Sell
3,405
-3,615
-51% -$131K ﹤0.01% 1100
2017
Q3 		$246K Sell
7,020
-81,613
-92% -$2.79M ﹤0.01% 1020
2017
Q2 		$3.12M Buy
88,633
+86,799
+4,733% +$2.83M 0.01% 346
2017
Q1 		$56K Sell
1,834
-3,276
-64% -$102K ﹤0.01% 1279
2016
Q4 		$155K Buy
5,110
+2,552
+100% +$78.5K ﹤0.01% 1139
2016
Q3 		$80K Hold
2,558
– – ﹤0.01% 1149
2016
Q2 		$65K Sell
2,558
-8,817
-78% -$262K ﹤0.01% 825
2016
Q1 		$350K Buy
11,375
+8,060
+243% +$233K ﹤0.01% 609
2015
Q4 		$111K Sell
3,315
-2,938
-47% -$96.2K ﹤0.01% 824
2015
Q3 		$195K Sell
6,253
-3,444
-36% -$123K ﹤0.01% 757
2015
Q2 		$364K Sell
9,697
-224
-2% -$8.97K ﹤0.01% 684
2015
Q1 		$394K Sell
9,921
-2,155
-18% -$84.2K ﹤0.01% 644
2014
Q4 		$477K Buy
12,076
+3,046
+34% +$120K ﹤0.01% 597
2014
Q3 		$357K Buy
9,030
+2,440
+37% +$96K ﹤0.01% 630
2014
Q2 		$249K Buy
6,590
+3,360
+104% +$122K ﹤0.01% 658
2014
Q1 		$120K Buy
3,230
+490
+18% +$17K ﹤0.01% 710
2013
Q4 		$99K Sell
2,740
-90
-3% -$3.05K ﹤0.01% 740
2013
Q3 		$91K Buy
2,830
+110
+4% +$3.51K ﹤0.01% 738
2013
Q2 		$86K Buy
+2,720
New +$87K ﹤0.01% 674

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bessemer Group's IVZ Position: Q1 2026 in Review

Bessemer Group increased its Invesco (IVZ) stake by 71% in Q1 2026, buying an estimated $79K and bringing the position to 7,288 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Bessemer Group first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.25M in Q2 2019. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Bessemer Group held 7,288 shares of Invesco worth $177K as of Q1 2026.
  • Bessemer Group bought 3,021 Invesco shares in Q1 2026, an estimated $79K.
  • Invesco made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1423 holding.
  • Bessemer Group first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
  • Bessemer Group's Invesco position peaked at $5.25M in Q2 2019.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.