Holcombe Financial’s Invesco IVZ Stock Holding History

Holcombe Financial’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 Q3	$425K	Hold	14,080	–	–	0.23%	39
2026 Q2	$372K	Hold	14,080	–	–	0.21%	43
2026 Q1	$342K	Hold	14,080	–	–	0.2%	41
2025 Q4	$370K	Hold	14,080	–	–	0.23%	37
2025 Q3	$323K	Hold	14,080	–	–	0.23%	37
2025 Q2	$222K	Hold	14,080	–	–	0.17%	40
2025 Q1	$214K	Hold	14,080	–	–	0.18%	38
2024 Q4	$246K	Buy	+14,080	New	+$251K	0.2%	33

Other funds holding IVZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Holcombe Financial's IVZ Position: Q3 2026 in Review

Holcombe Financial held its Invesco (IVZ) position steady in Q3 2026 at 14,080 shares worth $425K. The position accounts for 0.23% of the portfolio, ranked #39.

Holcombe Financial first reported a position in IVZ in Q4 2024 and has held it in 8 quarters since. 308 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Holcombe Financial held 14,080 shares of Invesco worth $425K as of Q3 2026.
Holcombe Financial left its Invesco share count unchanged in Q3 2026.
Invesco made up 0.23% of Holcombe Financial's portfolio in Q3 2026, its #39 holding.
Holcombe Financial first reported a position in Invesco in Q4 2024 and has held it in 8 quarters since.
308 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.