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J. Safra Sarasin Holding’s Invesco Mortgage Capital IVR Stock Holding History

J. Safra Sarasin Holding’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Buy
+17,504
New +$141K ﹤0.01% 764

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

J. Safra Sarasin Holding's IVR Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 17,504 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings.

181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • J. Safra Sarasin Holding held 17,504 shares of Invesco Mortgage Capital worth $138K as of Q2 2026.
  • Invesco Mortgage Capital was a new J. Safra Sarasin Holding position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #764 holding.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.