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Steve Schonfeld’s Invesco IVZ Stock Holding History

Steve Schonfeld’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
2020
Q3 		– Sell
-350,000
Closed -$3.77M – 1500
2020
Q2 		$3.77M Buy
+350,000
New +$3.14M 0.1% 273

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

Steve Schonfeld's IVZ Position: Q2 2026 in Review

Steve Schonfeld reduced its Invesco (IVZ) stake by 70% in Q2 2026, selling an estimated $5.89M and leaving 95,061 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #947.

Steve Schonfeld first reported a position in IVZ in Q1 2016 and has held it in 29 quarters since. The position peaked at $26.3M in Q3 2022. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Steve Schonfeld held 95,061 shares of Invesco worth $2.51M as of Q2 2026.
  • Steve Schonfeld sold 222,353 Invesco shares in Q2 2026, an estimated $5.89M.
  • Invesco made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #947 holding.
  • Steve Schonfeld first reported a position in Invesco in Q1 2016 and has held it in 29 quarters since.
  • Steve Schonfeld's Invesco position peaked at $26.3M in Q3 2022.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.