Bank of Montreal
IVZ icon

Bank of Montreal’s Invesco IVZ Stock Holding History

Bank of Montreal’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
2025
Q1 		– Sell
-130,000
Closed -$2.27M – 3617
2024
Q4 		$2.27M Buy
+130,000
New +$2.32M ﹤0.01% 1499
2023
Q1 		– Sell
-20,000
Closed -$387K – 3982
2022
Q4 		$387K Hold
20,000
– – ﹤0.01% 2763
2022
Q3 		$353 Buy
+20,000
New +$337K ﹤0.01% 2823

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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. 452 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.
  • 452 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.