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Richardson Financial Services’s Invesco IVZ Stock Holding History

Richardson Financial Services’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 		$10K Buy
380
+320
+533% +$8.48K 0.01% 470
2026
Q1 		$1.46K Buy
+60
New +$1.57K ﹤0.01% 545

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 $3.37T AUM 44.26% 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

Richardson Financial Services's IVZ Position: Q2 2026 in Review

Richardson Financial Services increased its Invesco (IVZ) stake by 533% in Q2 2026, buying an estimated $8.48K and bringing the position to 380 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #470.

Richardson Financial Services first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Richardson Financial Services held 380 shares of Invesco worth $10K as of Q2 2026.
  • Richardson Financial Services bought 320 Invesco shares in Q2 2026, an estimated $8.48K.
  • Invesco made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #470 holding.
  • Richardson Financial Services first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.