Raymond James Financial
IVZ icon

Raymond James Financial’s Invesco IVZ Stock Holding History

Raymond James Financial’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 		$47.8M Buy
1,812,379
+588,853
+48% +$15.6M 0.01% 962
2026
Q1 		$29.7M Buy
1,223,526
+206,187
+20% +$5.39M 0.01% 1198
2025
Q4 		$26.7M Buy
1,017,339
+855,665
+529% +$20.9M 0.01% 1241
2025
Q3 		$3.71M Buy
161,674
+51,457
+47% +$1.07M ﹤0.01% 2696
2025
Q2 		$1.74M Sell
110,217
-2,721
-2% -$39.1K ﹤0.01% 3193
2025
Q1 		$1.71M Sell
112,938
-250
-0.2% -$4.27K ﹤0.01% 3107
2024
Q4 		$1.98M Buy
+113,188
New +$2.02M ﹤0.01% 2982

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 $3.38T AUM 44.17% 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

Raymond James Financial's IVZ Position: Q2 2026 in Review

Raymond James Financial increased its Invesco (IVZ) stake by 48% in Q2 2026, buying an estimated $15.6M and bringing the position to 1,812,379 shares worth $47.8M. The position accounts for 0.01% of the portfolio, ranked #962.

Raymond James Financial first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Raymond James Financial held 1,812,379 shares of Invesco worth $47.8M as of Q2 2026.
  • Raymond James Financial bought 588,853 Invesco shares in Q2 2026, an estimated $15.6M.
  • Invesco made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #962 holding.
  • Raymond James Financial first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.