Back to IVZ

Davidson Kahn Capital Management, LLC → IVZ

Davidson Kahn Capital Management, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$23M
Q3 2026
Peak value
$23M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.1M
Q4 2025$17.8M
Q1 2026$18.9M
Q2 2026$22.5M
Q3 2026$23M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23M110.3K——
Q2 2026$22.5M105.5K——
Q1 2026$18.9M98.6K——
Q4 2025$17.8M93.0K——
Q3 2025$15.1M79.6K——

Other funds holding IVZ

Other Davidson Kahn Capital Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
AJG

GALLAGHER ARTHUR J & CO

$22.9M
VGES

VANGUARD INDEX FDS

$21.3M
VGES

VANGUARD INDEX FDS

$20.9M
VGES

VANGUARD INDEX FDS

$20.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
QQQ

INVESCO QQQ TR

$19.8M
QQQ

INVESCO QQQ TR

$19.3M