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Governors Lane’s Invesco IVZ Stock Holding History

Governors Lane’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 		$10.4M Buy
427,500
+96,571
+29% +$2.53M 0.66% 36
2025
Q4 		$8.69M Buy
330,929
+81,151
+32% +$1.98M 0.52% 53
2025
Q3 		$5.73M Sell
249,778
-675,439
-73% -$14M 0.44% 52
2025
Q2 		$14.6M Buy
+925,217
New +$13.3M 1.32% 21

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

Governors Lane's IVZ Position: Q1 2026 in Review

Governors Lane increased its Invesco (IVZ) stake by 29% in Q1 2026, buying an estimated $2.53M and bringing the position to 427,500 shares worth $10.4M. The position accounts for 0.66% of the portfolio, ranked #36.

Governors Lane first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.6M in Q2 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Governors Lane held 427,500 shares of Invesco worth $10.4M as of Q1 2026.
  • Governors Lane bought 96,571 Invesco shares in Q1 2026, an estimated $2.53M.
  • Invesco made up 0.66% of Governors Lane's portfolio in Q1 2026, its #36 holding.
  • Governors Lane first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • Governors Lane's Invesco position peaked at $14.6M in Q2 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Governors Lane's 13F filing for Q1 2026, filed 15 May 2026.