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
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 $2.17B 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

Raymond James Financial's IVZ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco (IVZ) stake by 20% in Q1 2026, buying an estimated $5.39M and bringing the position to 1,223,526 shares worth $29.7M. The position accounts for 0.01% of the portfolio, ranked #1198.

Raymond James Financial first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Raymond James Financial held 1,223,526 shares of Invesco worth $29.7M as of Q1 2026.
  • Raymond James Financial bought 206,187 Invesco shares in Q1 2026, an estimated $5.39M.
  • Invesco made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1198 holding.
  • Raymond James Financial first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.