Bank of Montreal’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.8M | Buy |
940,108
+133,991
| +17% | +$3.55M | 0.01% | 831 |
|
|
2026
Q1 | $19.6M | Buy |
806,117
+498,798
| +162% | +$13M | 0.01% | 846 |
|
|
2025
Q4 | $8.07M | Sell |
307,319
-8,388
| -3% | -$205K | ﹤0.01% | 1188 |
|
|
2025
Q3 | $7.24M | Sell |
315,707
-360,626
| -53% | -$7.49M | ﹤0.01% | 1170 |
|
|
2025
Q2 | $10.7M | Buy |
676,333
+419,619
| +163% | +$6.03M | 0.01% | 955 |
|
|
2025
Q1 | $3.89M | Sell |
256,714
-180,580
| -41% | -$3.08M | ﹤0.01% | 1262 |
|
|
2024
Q4 | $7.64M | Buy |
437,294
+52,238
| +14% | +$930K | ﹤0.01% | 1071 |
|
|
2024
Q3 | $6.79M | Sell |
385,056
-841
| -0.2% | -$13.8K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $5.83M | Sell |
385,897
-2,738
| -0.7% | -$42.1K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $6.46M | Buy |
388,635
+25,619
| +7% | +$413K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $6.57M | Sell |
363,016
-545,127
| -60% | -$7.86M | ﹤0.01% | 1173 |
|
|
2023
Q3 | $14.3M | Buy |
908,143
+561,028
| +162% | +$9.03M | ﹤0.01% | 846 |
|
|
2023
Q2 | $5.86M | Sell |
347,115
-869,657
| -71% | -$14M | ﹤0.01% | 1268 |
|
|
2023
Q1 | $20M | Buy |
1,216,772
+939,309
| +339% | +$16.8M | 0.01% | 688 |
|
|
2022
Q4 | $5.37M | Sell |
277,463
-98,215
| -26% | -$1.68M | ﹤0.01% | 1253 |
|
|
2022
Q3 | $6.63K | Buy |
375,678
+199,861
| +114% | +$3.37M | ﹤0.01% | 1199 |
|
|
2022
Q2 | $3.08K | Sell |
175,817
-4,868
| -3% | -$92.1K | ﹤0.01% | 1678 |
|
|
2022
Q1 | $4.24M | Sell |
180,685
-636,729
| -78% | -$14.1M | ﹤0.01% | 1563 |
|
|
2021
Q4 | $19.1M | Buy |
817,414
+474,877
| +139% | +$11.6M | 0.01% | 756 |
|
|
2021
Q3 | $8.45M | Sell |
342,537
-287,459
| -46% | -$7.19M | ﹤0.01% | 1387 |
|
|
2021
Q2 | $16.8M | Buy |
629,996
+184,752
| +41% | +$5.03M | 0.01% | 996 |
|
|
2021
Q1 | $11.5M | Buy |
445,244
+104,684
| +31% | +$2.35M | 0.01% | 939 |
|
|
2020
Q4 | $6.45M | Buy |
340,560
+59,316
| +21% | +$912K | ﹤0.01% | 1250 |
|
|
2020
Q3 | $3.33M | Buy |
281,244
+45,166
| +19% | +$479K | ﹤0.01% | 1429 |
|
|
2020
Q2 | $2.37M | Sell |
236,078
-365,607
| -61% | -$3.28M | ﹤0.01% | 1556 |
|
|
2020
Q1 | $4.95M | Sell |
601,685
-133,409
| -18% | -$2.03M | 0.01% | 987 |
|
|
2019
Q4 | $13.2M | Buy |
735,094
+58,964
| +9% | +$1.01M | 0.01% | 844 |
|
|
2019
Q3 | $11.5M | Sell |
676,130
-32,410
| -5% | -$572K | 0.01% | 828 |
|
|
2019
Q2 | $14.5M | Sell |
708,540
-111,917
| -14% | -$2.32M | 0.01% | 752 |
|
|
2019
Q1 | $15.8M | Sell |
820,457
-18,230
| -2% | -$341K | 0.01% | 690 |
|
|
2018
Q4 | $14M | Buy |
838,687
+128,903
| +18% | +$2.58M | 0.01% | 663 |
|
|
2018
Q3 | $16.2M | Sell |
709,784
-272,015
| -28% | -$6.8M | 0.01% | 732 |
|
|
2018
Q2 | $26.1M | Buy |
981,799
+217,340
| +28% | +$6.25M | 0.02% | 532 |
|
|
2018
Q1 | $24.5M | Buy |
764,459
+312,988
| +69% | +$10.8M | 0.02% | 549 |
|
|
2017
Q4 | $16.5M | Sell |
451,471
-144,970
| -24% | -$5.25M | 0.01% | 683 |
|
|
2017
Q3 | $20.9M | Buy |
596,441
+77,569
| +15% | +$2.65M | 0.02% | 580 |
|
|
2017
Q2 | $18.3M | Sell |
518,872
-3,356
| -0.6% | -$109K | 0.02% | 619 |
|
|
2017
Q1 | $16M | Sell |
522,228
-102,967
| -16% | -$3.22M | 0.02% | 643 |
|
|
2016
Q4 | $19.6M | Sell |
625,195
-70,960
| -10% | -$2.18M | 0.02% | 569 |
|
|
2016
Q3 | $21.8M | Buy |
696,155
+74,199
| +12% | +$2.18M | 0.02% | 524 |
|
|
2016
Q2 | $15.9M | Buy |
621,956
+215,683
| +53% | +$6.4M | 0.02% | 619 |
|
|
2016
Q1 | $12.5M | Buy |
406,273
+3,342
| +0.8% | +$96.4K | 0.01% | 649 |
|
|
2015
Q4 | $13.5M | Buy |
402,931
+22,994
| +6% | +$753K | 0.02% | 625 |
|
|
2015
Q3 | $11.9M | Sell |
379,937
-112,915
| -23% | -$4.02M | 0.02% | 643 |
|
|
2015
Q2 | $18.5M | Sell |
492,852
-72,981
| -13% | -$2.92M | 0.02% | 547 |
|
|
2015
Q1 | $22.5M | Sell |
565,833
-3,496
| -0.6% | -$137K | 0.03% | 462 |
|
|
2014
Q4 | $22.5M | Buy |
569,329
+43,353
| +8% | +$1.71M | 0.03% | 443 |
|
|
2014
Q3 | $20.8M | Buy |
525,976
+37,801
| +8% | +$1.49M | 0.02% | 482 |
|
|
2014
Q2 | $18.4M | Buy |
488,175
+187,971
| +63% | +$6.8M | 0.02% | 523 |
|
|
2014
Q1 | $11.1M | Sell |
300,204
-319,642
| -52% | -$11.1M | 0.01% | 619 |
|
|
2013
Q4 | $22.6M | Buy |
619,846
+311,726
| +101% | +$10.6M | 0.03% | 352 |
|
|
2013
Q3 | $9.83M | Buy |
308,120
+80,773
| +36% | +$2.58M | 0.02% | 523 |
|
|
2013
Q2 | $7.23M | Buy |
+227,347
| New | +$7.27M | 0.01% | 605 |
|
Other funds holding IVZ
MMLI
Bank of Montreal's IVZ Position: Q2 2026 in Review
Bank of Montreal increased its Invesco (IVZ) stake by 17% in Q2 2026, buying an estimated $3.55M and bringing the position to 940,108 shares worth $24.8M. The position accounts for 0.01% of the portfolio, ranked #831.
Bank of Montreal first reported a position in IVZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.1M in Q2 2018. 627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Bank of Montreal held 940,108 shares of Invesco worth $24.8M as of Q2 2026.
- Bank of Montreal bought 133,991 Invesco shares in Q2 2026, an estimated $3.55M.
- Invesco made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #831 holding.
- Bank of Montreal first reported a position in Invesco in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Invesco position peaked at $26.1M in Q2 2018.
- 627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.