Parrish Capital
IVZ icon

Parrish Capital’s Invesco IVZ Stock Holding History

Parrish Capital’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
Q3 		$1.44M Sell
47,709
-2,789
-6% -$85.8K 1.4% 23
2026
Q2 		$1.33M Sell
50,498
-7,928
-14% -$210K 1.28% 28
2026
Q1 		$1.42M Sell
58,426
-786
-1% -$20.6K 1.26% 30
2025
Q4 		$1.56M Buy
+59,212
New +$1.45M 1.41% 24

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Parrish Capital's IVZ Position: Q3 2026 in Review

Parrish Capital reduced its Invesco (IVZ) stake by 5.5% in Q3 2026, selling an estimated $85.8K and leaving 47,709 shares worth $1.44M. The position accounts for 1.4% of the portfolio, ranked #23.

Parrish Capital first reported a position in IVZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q4 2025. 234 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Parrish Capital held 47,709 shares of Invesco worth $1.44M as of Q3 2026.
  • Parrish Capital sold 2,789 Invesco shares in Q3 2026, an estimated $85.8K.
  • Invesco made up 1.4% of Parrish Capital's portfolio in Q3 2026, its #23 holding.
  • Parrish Capital first reported a position in Invesco in Q4 2025 and has held it in 4 quarters since.
  • Parrish Capital's Invesco position peaked at $1.56M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Parrish Capital's 13F filing for Q3 2026, filed 1 Oct 2026.