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Syon Capital’s Invesco IVZ Stock Holding History

Syon Capital’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 		$538K Buy
22,141
+1,392
+7% +$36.4K 0.03% 527
2025
Q4 		$545K Buy
20,749
+1,884
+10% +$46K 0.03% 533
2025
Q3 		$433K Buy
18,865
+3,796
+25% +$78.8K 0.02% 542
2025
Q2 		$238K Buy
+15,069
New +$216K 0.02% 633

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

Syon Capital's IVZ Position: Q1 2026 in Review

Syon Capital increased its Invesco (IVZ) stake by 6.7% in Q1 2026, buying an estimated $36.4K and bringing the position to 22,141 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #527.

Syon Capital first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $545K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Syon Capital held 22,141 shares of Invesco worth $538K as of Q1 2026.
  • Syon Capital bought 1,392 Invesco shares in Q1 2026, an estimated $36.4K.
  • Invesco made up 0.03% of Syon Capital's portfolio in Q1 2026, its #527 holding.
  • Syon Capital first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Invesco position peaked at $545K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.