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HM Payson & Co’s Invesco IVZ Stock Holding History

HM Payson & Co’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 		$20.8K Hold
790
– – ﹤0.01% 847
2026
Q1 		$19.2K Hold
790
– – ﹤0.01% 847
2025
Q4 		$20.8K Hold
790
– – ﹤0.01% 832
2025
Q3 		$18.1K Buy
+790
New +$16.4K ﹤0.01% 849
2023
Q3 		– Sell
-201
Closed -$3.38K – 1028
2023
Q2 		$3.38K Hold
201
– – ﹤0.01% 884
2023
Q1 		$3.3K Buy
+201
New +$3.59K ﹤0.01% 891

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HM Payson & Co's IVZ Position: Q2 2026 in Review

HM Payson & Co held its Invesco (IVZ) position steady in Q2 2026 at 790 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

HM Payson & Co first reported a position in IVZ in Q1 2023 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • HM Payson & Co held 790 shares of Invesco worth $20.8K as of Q2 2026.
  • HM Payson & Co left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #847 holding.
  • HM Payson & Co first reported a position in Invesco in Q1 2023 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.