JFG
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Jefferies Financial Group’s Invesco IVZ Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-9,600
Closed -$220K – 1956
2025
Q3 		$220K Buy
+9,600
New +$199K ﹤0.01% 1258

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's IVZ Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Invesco (IVZ) in Q2 2026: 21,610 shares worth $570K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in IVZ as recently as Q4 2025.

Jefferies Financial Group first reported a position in IVZ in Q1 2023 and has held it in 6 quarters since. The position peaked at $14.4M in Q1 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Jefferies Financial Group held 21,610 shares of Invesco worth $570K as of Q2 2026.
  • Invesco was a new Jefferies Financial Group position in Q2 2026.
  • Invesco made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1217 holding.
  • Jefferies Financial Group first reported a position in Invesco in Q1 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Invesco position peaked at $14.4M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.