Back to IVZ
Paller Financial Services Inc → IVZ
Paller Financial Services Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$7.5M
Q3 2026
Peak value
$9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $3.5M |
| Q4 2025 | $5.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $3.5M |
| Q1 2026 | $6.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $4.2M |
| Q2 2026 | $9M |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.8M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 68.8K | — | — |
| Q3 2026 | $3.8M | 25.6K | — | — |
| Q3 2026 | $3.4M | 51.5K | — | — |
| Q2 2026 | $9M | 66.3K | — | — |
| Q2 2026 | $4.2M | 24.5K | — | — |
| Q2 2026 | $3.3M | 51.6K | — | — |
| Q1 2026 | $6.4M | 74.6K | — | — |
| Q1 2026 | $3.5M | 24.5K | — | — |
| Q1 2026 | $2.5M | 54.8K | — | — |
| Q4 2025 | $5.9M | 77.8K | — | — |
| Q4 2025 | $3.5M | 25.0K | — | — |
| Q4 2025 | $2.5M | 55.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B