SEC 13F Intelligence

Gifford Fong Associates / IVZ

Gifford Fong Associates’s Invesco Ltd Position

Does Gifford Fong Associates own Invesco Ltd (IVZ)? Yes255.4K shares worth $7M (+1.34% of its 13F portfolio) as of Q4 2025.

Position Value
$7M
Q4 2025
Shares
255.4K
% of Portfolio
+1.34%
Quarters Held
21
currently held

Position History IVZ

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $6MQ4 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025255.4K$7M+1.34%
Q3 2025255.4K$6M+1.23%
Q2 2025255.4K$4M+0.93%
Q1 2025255.4K$4M+0.96%
Q4 2024255.4K$4M+1.10%
Q3 2024255.4K$4M+1.12%
Q2 2024255.4K$4M+1.01%
Q1 2024255.4K$4M+1.17%
Q4 2023255.4K$5M+0.97%
Q3 2023255.4K$4M+0.89%
Q2 2023230.4K$4M+0.91%
Q1 2023185.4K$3M+0.80%
Q4 2022185.4K$3M+0.76%
Q3 2022185.4K$3M+0.63%
Q2 2022185.4K$3M+0.70%
Q1 2022185.4K$4M+0.78%
Q4 2021185.4K$4M+0.75%
Q3 2021185.4K$4M+0.87%
Q2 2021185.4K$5M+0.96%
Q1 2021185.4K$5M+1.00%
Q3 2020185.4K$2M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gifford Fong Associates’s full portfolio or all institutional holders of IVZ.