BFG
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Bleakley Financial Group’s Invesco IVZ Stock Holding History

Bleakley Financial 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
Q2 		$720K Buy
27,299
+9,145
+50% +$242K 0.01% 727
2026
Q1 		$441K Buy
18,154
+6,076
+50% +$159K 0.01% 661
2025
Q4 		$317K Buy
+12,078
New +$295K 0.01% 645

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

Bleakley Financial Group's IVZ Position: Q2 2026 in Review

Bleakley Financial Group increased its Invesco (IVZ) stake by 50% in Q2 2026, buying an estimated $242K and bringing the position to 27,299 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #727.

Bleakley Financial Group first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Bleakley Financial Group held 27,299 shares of Invesco worth $720K as of Q2 2026.
  • Bleakley Financial Group bought 9,145 Invesco shares in Q2 2026, an estimated $242K.
  • Invesco made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #727 holding.
  • Bleakley Financial Group first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.