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Convergence Investment Partners’s Invesco IVZ Stock Holding History

Convergence Investment Partners’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 		$4.33M Buy
178,323
+41,858
+31% +$1.1M 0.71% 40
2025
Q4 		$3.58M Buy
136,465
+4,781
+4% +$117K 0.71% 35
2025
Q3 		$3.02M Buy
+131,684
New +$2.73M 0.68% 36
2019
Q1 		– Sell
-53,994
Closed -$904K – 343
2018
Q4 		$904K Buy
+53,994
New +$1.08M 0.21% 152
2018
Q3 		– Sell
-37,462
Closed -$995K – 335
2018
Q2 		$995K Buy
37,462
+32
+0.1% +$921 0.14% 196
2018
Q1 		$1.2M Buy
37,430
+410
+1% +$14.1K 0.16% 209
2017
Q4 		$1.35M Sell
37,020
-784
-2% -$28.4K 0.18% 205
2017
Q3 		$1.32M Sell
37,804
-15,112
-29% -$516K 0.19% 208
2017
Q2 		$1.86M Buy
52,916
+1,684
+3% +$54.9K 0.27% 140
2017
Q1 		$1.57M Sell
51,232
-3,429
-6% -$107K 0.22% 175
2016
Q4 		$1.66M Sell
54,661
-710
-1% -$21.8K 0.23% 177
2016
Q3 		$1.73M Buy
55,371
+19,487
+54% +$573K 0.26% 144
2016
Q2 		$916K Buy
35,884
+12,960
+57% +$385K 0.13% 248
2016
Q1 		$705K Buy
22,924
+26
+0.1% +$750 0.08% 279
2015
Q4 		$767K Sell
22,898
-160
-0.7% -$5.24K 0.09% 280
2015
Q3 		$720K Sell
23,058
-358
-2% -$12.7K 0.08% 293
2015
Q2 		$878K Buy
23,416
+586
+3% +$23.5K 0.09% 285
2015
Q1 		$906K Buy
+22,830
New +$892K 0.13% 264

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

Convergence Investment Partners's IVZ Position: Q1 2026 in Review

Convergence Investment Partners increased its Invesco (IVZ) stake by 31% in Q1 2026, buying an estimated $1.1M and bringing the position to 178,323 shares worth $4.33M. The position accounts for 0.71% of the portfolio, ranked #40.

Convergence Investment Partners first reported a position in IVZ in Q1 2015 and has held it in 18 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Convergence Investment Partners held 178,323 shares of Invesco worth $4.33M as of Q1 2026.
  • Convergence Investment Partners bought 41,858 Invesco shares in Q1 2026, an estimated $1.1M.
  • Invesco made up 0.71% of Convergence Investment Partners's portfolio in Q1 2026, its #40 holding.
  • Convergence Investment Partners first reported a position in Invesco in Q1 2015 and has held it in 18 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.