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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
Q2 		– Sell
-427,500
Closed -$10.4M – 212
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 $2.38B 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 $3.37T AUM 44.26% 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

Governors Lane's IVZ Position: Q2 2026 in Review

Governors Lane sold out of Invesco (IVZ) in Q2 2026, closing a stake of 427,500 shares — an estimated $10.4M sold.

Governors Lane first reported a position in IVZ in Q2 2025 and held it in 4 quarters. The position peaked at $14.6M in Q2 2025. 669 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Governors Lane reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Governors Lane sold 427,500 Invesco shares in Q2 2026, an estimated $10.4M.
  • Governors Lane first reported a position in Invesco in Q2 2025 and held it in 4 quarters.
  • Governors Lane's Invesco position peaked at $14.6M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Governors Lane's 13F filing for Q2 2026, filed 14 Aug 2026.