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Parcion Private Wealth’s Invesco IVZ Stock Holding History

Parcion Private Wealth’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 		$265K Buy
10,048
+1,361
+16% +$36.1K 0.01% 415
2026
Q1 		$211K Buy
8,687
+803
+10% +$21K 0.01% 407
2025
Q4 		$207K Buy
+7,884
New +$193K 0.01% 402

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

Parcion Private Wealth's IVZ Position: Q2 2026 in Review

Parcion Private Wealth increased its Invesco (IVZ) stake by 16% in Q2 2026, buying an estimated $36.1K and bringing the position to 10,048 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #415.

Parcion Private Wealth first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Parcion Private Wealth held 10,048 shares of Invesco worth $265K as of Q2 2026.
  • Parcion Private Wealth bought 1,361 Invesco shares in Q2 2026, an estimated $36.1K.
  • Invesco made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #415 holding.
  • Parcion Private Wealth first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.