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Newbridge Financial Services Group’s Invesco IVZ Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$14K Buy
+532
New +$14.1K ﹤0.01% 791
2025
Q4 		– Sell
-6,716
Closed -$154K – 1324
2025
Q3 		$154K Buy
+6,716
New +$139K 0.02% 330

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's IVZ Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Invesco (IVZ) in Q2 2026: 532 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in IVZ as recently as Q3 2025.

Newbridge Financial Services Group first reported a position in IVZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $154K in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Newbridge Financial Services Group held 532 shares of Invesco worth $14K as of Q2 2026.
  • Invesco was a new Newbridge Financial Services Group position in Q2 2026.
  • Invesco made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #791 holding.
  • Newbridge Financial Services Group first reported a position in Invesco in Q3 2025 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's Invesco position peaked at $154K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.