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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
Q1 		$299K Buy
12,324
+375
+3% +$9.81K 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

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ANB Bank's IVZ Position: Q1 2026 in Review

ANB Bank increased its Invesco (IVZ) stake by 3.1% in Q1 2026, buying an estimated $9.81K and bringing the position to 12,324 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #99.

ANB Bank first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • ANB Bank held 12,324 shares of Invesco worth $299K as of Q1 2026.
  • ANB Bank bought 375 Invesco shares in Q1 2026, an estimated $9.81K.
  • Invesco made up 0.12% of ANB Bank's portfolio in Q1 2026, its #99 holding.
  • ANB Bank first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • ANB Bank's Invesco position peaked at $314K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.