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Summit Financial’s Invesco Mortgage Capital IVR Stock Holding History

Summit Financial’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
+388,455
New +$3.13M 0.03% 486

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Summit Financial's IVR Position: Q2 2026 in Review

Summit Financial opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 388,455 shares worth $3.11M. The stake represents 0.03% of the portfolio and ranks #486 among its holdings.

105 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Summit Financial held 388,455 shares of Invesco Mortgage Capital worth $3.11M as of Q2 2026.
  • Invesco Mortgage Capital was a new Summit Financial position in Q2 2026.
  • Invesco Mortgage Capital made up 0.03% of Summit Financial's portfolio in Q2 2026, its #486 holding.
  • 105 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.