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Cambridge Financial Group’s Invesco IVZ Stock Holding History

Cambridge 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
Q1 		$7.87M Buy
323,845
+9,220
+3% +$241K 2.94% 20
2025
Q4 		$8.27M Buy
+314,625
New +$7.68M 3.16% 16
2022
Q1 		$6.92M Buy
299,880
+29,120
+11% +$646K 3.1% 18
2021
Q4 		$6.23M Buy
270,760
+7,925
+3% +$193K 2.45% 28
2021
Q3 		$6.34M Buy
262,835
+12,665
+5% +$317K 2.79% 28
2021
Q2 		$6.69M Buy
+250,170
New +$6.82M 2.86% 29

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

Cambridge Financial Group's IVZ Position: Q1 2026 in Review

Cambridge Financial Group increased its Invesco (IVZ) stake by 2.9% in Q1 2026, buying an estimated $241K and bringing the position to 323,845 shares worth $7.87M. The position accounts for 2.94% of the portfolio, ranked #20.

Cambridge Financial Group first reported a position in IVZ in Q2 2021 and has held it in 6 quarters since. The position peaked at $8.27M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Cambridge Financial Group held 323,845 shares of Invesco worth $7.87M as of Q1 2026.
  • Cambridge Financial Group bought 9,220 Invesco shares in Q1 2026, an estimated $241K.
  • Invesco made up 2.94% of Cambridge Financial Group's portfolio in Q1 2026, its #20 holding.
  • Cambridge Financial Group first reported a position in Invesco in Q2 2021 and has held it in 6 quarters since.
  • Cambridge Financial Group's Invesco position peaked at $8.27M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.