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Napier Financial’s Invesco Mortgage Capital IVR Stock Holding History

Napier Financial’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 		$126 Sell
16
-80
-83% -$645 ﹤0.01% 452
2026
Q1 		$775 Buy
+96
New +$819 ﹤0.01% 467

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

Napier Financial's IVR Position: Q2 2026 in Review

Napier Financial reduced its Invesco Mortgage Capital (IVR) stake by 83% in Q2 2026, selling an estimated $645 and leaving 16 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Napier Financial first reported a position in IVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $775 in Q1 2026. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Napier Financial held 16 shares of Invesco Mortgage Capital worth $126 as of Q2 2026.
  • Napier Financial sold 80 Invesco Mortgage Capital shares in Q2 2026, an estimated $645.
  • Invesco Mortgage Capital made up ﹤0.01% of Napier Financial's portfolio in Q2 2026, its #452 holding.
  • Napier Financial first reported a position in Invesco Mortgage Capital in Q1 2026 and has held it in 2 quarters since.
  • Napier Financial's Invesco Mortgage Capital position peaked at $775 in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.