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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
2016
Q3 		– Sell
-152,000
Closed -$3.88M – 471
2016
Q2 		$3.88M Buy
+152,000
New +$4.51M 0.2% 118

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 $3.38T AUM 44.17% 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

Curi RMB Capital's IVZ Position: Q2 2026 in Review

Curi RMB Capital reduced its Invesco (IVZ) stake by 16% in Q2 2026, selling an estimated $87.2K and leaving 17,570 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #630.

Curi RMB Capital first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Curi RMB Capital held 17,570 shares of Invesco worth $464K as of Q2 2026.
  • Curi RMB Capital sold 3,288 Invesco shares in Q2 2026, an estimated $87.2K.
  • Invesco made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #630 holding.
  • Curi RMB Capital first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Invesco position peaked at $507K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.