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Evergreen Capital Management’s Invesco IVZ Stock Holding History

Evergreen Capital Management’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 		$721K Buy
29,667
+7,935
+37% +$208K 0.02% 607
2025
Q4 		$571K Buy
+21,732
New +$531K 0.01% 672

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

Evergreen Capital Management's IVZ Position: Q1 2026 in Review

Evergreen Capital Management increased its Invesco (IVZ) stake by 37% in Q1 2026, buying an estimated $208K and bringing the position to 29,667 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #607.

Evergreen Capital Management 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.

  • Evergreen Capital Management held 29,667 shares of Invesco worth $721K as of Q1 2026.
  • Evergreen Capital Management bought 7,935 Invesco shares in Q1 2026, an estimated $208K.
  • Invesco made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #607 holding.
  • Evergreen Capital Management 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 Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.