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Sandler Capital Management’s Invesco IVZ Stock Holding History

Sandler Capital 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
Q2 		$1M Buy
+37,987
New +$1.01M 0.5% 79
2016
Q4 		– Sell
-198,100
Closed -$6.2M – 169
2016
Q3 		$6.2M Buy
+198,100
New +$5.82M 0.76% 51

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

Sandler Capital Management's IVZ Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Invesco (IVZ) in Q2 2026: 37,987 shares worth $1M. The stake represents 0.5% of the portfolio and ranks #79 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in IVZ as recently as Q3 2016.

Sandler Capital Management first reported a position in IVZ in Q3 2016 and has held it in 2 quarters since. The position peaked at $6.2M in Q3 2016. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sandler Capital Management held 37,987 shares of Invesco worth $1M as of Q2 2026.
  • Invesco was a new Sandler Capital Management position in Q2 2026.
  • Invesco made up 0.5% of Sandler Capital Management's portfolio in Q2 2026, its #79 holding.
  • Sandler Capital Management first reported a position in Invesco in Q3 2016 and has held it in 2 quarters since.
  • Sandler Capital Management's Invesco position peaked at $6.2M in Q3 2016.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.