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Picton Mahoney Asset Management’s Invesco IVZ Stock Holding History

Picton Mahoney Asset Management’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 		$2.09M Sell
85,847
-7,998
-9% -$209K 0.02% 470
2025
Q4 		$2.47M Buy
93,845
+29,741
+46% +$726K 0.02% 429
2025
Q3 		$1.47M Buy
+64,104
New +$1.33M 0.01% 395
2014
Q4 		– Sell
-47,800
Closed -$1.89K – 364
2014
Q3 		$1.89K Buy
+47,800
New +$1.88M 0.1% 132

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

Picton Mahoney Asset Management's IVZ Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Invesco (IVZ) stake by 8.5% in Q1 2026, selling an estimated $209K and leaving 85,847 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #470.

Picton Mahoney Asset Management first reported a position in IVZ in Q3 2014 and has held it in 4 quarters since. The position peaked at $2.47M in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Picton Mahoney Asset Management held 85,847 shares of Invesco worth $2.09M as of Q1 2026.
  • Picton Mahoney Asset Management sold 7,998 Invesco shares in Q1 2026, an estimated $209K.
  • Invesco made up 0.02% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #470 holding.
  • Picton Mahoney Asset Management first reported a position in Invesco in Q3 2014 and has held it in 4 quarters since.
  • Picton Mahoney Asset Management's Invesco position peaked at $2.47M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.