Bank of America
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Bank of America’s Invesco Mortgage Capital IVR Stock Holding History

Bank of America’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100,000
Closed -$2.78M – 8503
2021
Q4 		$2.78M Buy
+100,000
New +$3.1M ﹤0.01% 4235
2014
Q4 		– Sell
-300
Closed -$47K – 7805
2014
Q3 		$47K Buy
300
+130
+76% +$22.2K ﹤0.01% 6542
2014
Q2 		$30K Hold
170
– – ﹤0.01% 6971
2014
Q1 		$28K Buy
170
+40
+31% +$6.47K ﹤0.01% 6739
2013
Q4 		$19K Hold
130
– – ﹤0.01% 7052
2013
Q3 		$20K Sell
130
-100
-43% -$15.8K ﹤0.01% 6884
2013
Q2 		$38K Buy
+230
New +$45.4K ﹤0.01% 6704

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America's IVR Position: Q1 2026 in Review

Bank of America increased its Invesco Mortgage Capital (IVR) stake by 190% in Q1 2026, buying an estimated $2.3M and bringing the position to 410,787 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

Bank of America first reported a position in IVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.2M in Q2 2019. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Bank of America held 410,787 shares of Invesco Mortgage Capital worth $3.32M as of Q1 2026.
  • Bank of America bought 269,195 Invesco Mortgage Capital shares in Q1 2026, an estimated $2.3M.
  • Invesco Mortgage Capital made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3761 holding.
  • Bank of America first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Invesco Mortgage Capital position peaked at $29.2M in Q2 2019.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.