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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's IVZ Position: Q1 2026 in Review

Jefferies Financial Group sold out of Invesco (IVZ) in Q1 2026, closing a stake of 167,823 shares — an estimated $4.41M sold.

Jefferies Financial Group first reported a position in IVZ in Q1 2023 and held it in 5 quarters. The position peaked at $14.4M in Q1 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Jefferies Financial Group reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 167,823 Invesco shares in Q1 2026, an estimated $4.41M.
  • Jefferies Financial Group first reported a position in Invesco in Q1 2023 and held it in 5 quarters.
  • Jefferies Financial Group's Invesco position peaked at $14.4M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.