Curi RMB Capital’s Invesco IVZ Stock Holding History

Curi RMB 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 Q1	$507K	Buy	20,858 +8,817	+73%	+$231K	0.01%	600
2025 Q4	$316K	Buy	+12,041	New	+$294K	0.01%	737

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Curi RMB Capital's IVZ Position: Q1 2026 in Review

Curi RMB Capital increased its Invesco (IVZ) stake by 73% in Q1 2026, buying an estimated $231K and bringing the position to 20,858 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #600.

Curi RMB Capital first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Curi RMB Capital held 20,858 shares of Invesco worth $507K as of Q1 2026.
Curi RMB Capital bought 8,817 Invesco shares in Q1 2026, an estimated $231K.
Invesco made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #600 holding.
Curi RMB Capital first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.