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TFC Financial Management’s Invesco IVZ Stock Holding History

TFC Financial 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
Q1 		$851 Sell
35
-82
-70% -$2.15K ﹤0.01% 630
2025
Q4 		$3.07K Hold
117
– – ﹤0.01% 484
2025
Q3 		$2.68K Buy
117
+82
+234% +$1.7K ﹤0.01% 521
2025
Q2 		$552 Sell
35
-105
-75% -$1.51K ﹤0.01% 659
2025
Q1 		$2.12K Buy
140
+63
+82% +$1.07K ﹤0.01% 486
2024
Q4 		$1.35K Hold
77
– – ﹤0.01% 543
2024
Q3 		$1.35K Buy
+77
New +$1.26K ﹤0.01% 549
2023
Q2 		– Sell
-14
Closed -$230 – 692
2023
Q1 		$230 Buy
+14
New +$250 ﹤0.01% 622

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

TFC Financial Management's IVZ Position: Q1 2026 in Review

TFC Financial Management reduced its Invesco (IVZ) stake by 70% in Q1 2026, selling an estimated $2.15K and leaving 35 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #630.

TFC Financial Management first reported a position in IVZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.07K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • TFC Financial Management held 35 shares of Invesco worth $851 as of Q1 2026.
  • TFC Financial Management sold 82 Invesco shares in Q1 2026, an estimated $2.15K.
  • Invesco made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #630 holding.
  • TFC Financial Management first reported a position in Invesco in Q1 2023 and has held it in 8 quarters since.
  • TFC Financial Management's Invesco position peaked at $3.07K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.