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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
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 $2.17B 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

Parcion Private Wealth's IVZ Position: Q1 2026 in Review

Parcion Private Wealth increased its Invesco (IVZ) stake by 10% in Q1 2026, buying an estimated $21K and bringing the position to 8,687 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #407.

Parcion Private Wealth first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Parcion Private Wealth held 8,687 shares of Invesco worth $211K as of Q1 2026.
  • Parcion Private Wealth bought 803 Invesco shares in Q1 2026, an estimated $21K.
  • Invesco made up 0.01% of Parcion Private Wealth's portfolio in Q1 2026, its #407 holding.
  • Parcion Private Wealth first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.