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Manning & Napier Group’s IVZ Holdings & Trades

First Buy
Q4 2025
Duration Held
2 Quarters
Largest Add
Q4 2025
+263 Shares
Current Position
297 Shares
$6,917 Value

Manning & Napier Group's IVZ Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 297 shares of Invesco Ltd. (IVZ) worth $6,917, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.

Based on recent 13F filings, Manning & Napier Group has initiated a new position in IVZ, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 34 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Invesco (IVZ) Holding Value Over Time

Track share changes against reported price movement

Quarterly Invesco (IVZ) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +34 Add 12.93% 297 $23.29
Q4 2025 +263 New Buy 263 $26.46

Manning & Napier Group's Invesco Investment FAQs

Manning & Napier Group first purchased Invesco Ltd. (IVZ) in Q4 2025, acquiring 263 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Invesco Ltd. (IVZ) for 2 quarters since Q4 2025.

Manning & Napier Group's largest addition to Invesco Ltd. (IVZ) was in Q4 2025, adding 263 shares worth $6,959.

According to the latest 13F filing for Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 297 shares of Invesco Ltd. (IVZ), valued at approximately $6,917.

As of the Q1 2026 filing, Invesco Ltd. (IVZ) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Invesco Ltd. (IVZ) was 297 shares, as reported at the end of Q1 2026.