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IVZ icon

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
Q2 		$647K Buy
24,529
+2,388
+11% +$63.3K 0.03% 522
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 $2.38B 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

Syon Capital's IVZ Position: Q2 2026 in Review

Syon Capital increased its Invesco (IVZ) stake by 11% in Q2 2026, buying an estimated $63.3K and bringing the position to 24,529 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #522.

Syon Capital first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Syon Capital held 24,529 shares of Invesco worth $647K as of Q2 2026.
  • Syon Capital bought 2,388 Invesco shares in Q2 2026, an estimated $63.3K.
  • Invesco made up 0.03% of Syon Capital's portfolio in Q2 2026, its #522 holding.
  • Syon Capital first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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