ANB Bank’s Invesco IVZ Stock Holding History

ANB Bank’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 Q3	$365K	Hold	12,101	–	–	0.13%	85
2026 Q2	$319K	Sell	12,101 -223	-2%	-$5.91K	0.12%	110
2026 Q1	$299K	Buy	12,324 +375	+3%	+$9.8K	0.12%	99
2025 Q4	$314K	Sell	11,949 -214	-2%	-$5.23K	0.12%	91
2025 Q3	$279K	Buy	+12,163	New	+$252K	0.11%	103

Other funds holding IVZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

ANB Bank's IVZ Position: Q3 2026 in Review

ANB Bank held its Invesco (IVZ) position steady in Q3 2026 at 12,101 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #85.

ANB Bank first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

ANB Bank held 12,101 shares of Invesco worth $365K as of Q3 2026.
ANB Bank left its Invesco share count unchanged in Q3 2026.
Invesco made up 0.13% of ANB Bank's portfolio in Q3 2026, its #85 holding.
ANB Bank first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
378 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on ANB Bank's 13F filing for Q3 2026, filed 9 Oct 2026.