Citigroup
IVZ icon

Citigroup’s Invesco IVZ Stock Holding History

Citigroup’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
2024
Q4 		– Sell
-900,000
Closed -$15.8M – 5890
2024
Q3 		$15.8M Buy
+900,000
New +$14.8M 0.01% 1072
2021
Q1 		– Sell
-180,400
Closed -$3.14M – 6829
2020
Q4 		$3.14M Sell
180,400
-8,800
-5% -$135K ﹤0.01% 2430
2020
Q3 		$2.16M Sell
189,200
-3,800
-2% -$40.3K ﹤0.01% 2584
2020
Q2 		$2.08M Buy
193,000
+21,500
+13% +$193K ﹤0.01% 2768
2020
Q1 		$1.56M Buy
171,500
+9,900
+6% +$150K ﹤0.01% 2734
2019
Q4 		$2.91M Sell
161,600
-5,200
-3% -$88.7K ﹤0.01% 2578
2019
Q3 		$2.83M Sell
166,800
-500
-0.3% -$8.83K ﹤0.01% 2493
2019
Q2 		$3.42M Buy
167,300
+146,300
+697% +$3.04M ﹤0.01% 2289
2019
Q1 		$406K Sell
21,000
-6,500
-24% -$122K ﹤0.01% 4402
2018
Q4 		$460K Sell
27,500
-1,500
-5% -$30K ﹤0.01% 4209
2018
Q3 		$664K Buy
29,000
+16,900
+140% +$422K ﹤0.01% 3938
2018
Q2 		$321K Sell
12,100
-800
-6% -$23K ﹤0.01% 4559
2018
Q1 		$413K Buy
12,900
+10,100
+361% +$348K ﹤0.01% 4191
2017
Q4 		$102K Sell
2,800
-700
-20% -$25.3K ﹤0.01% 5625
2017
Q3 		$123K Buy
3,500
+2,400
+218% +$82K ﹤0.01% 5400
2017
Q2 		$39K Buy
1,100
+600
+120% +$19.6K ﹤0.01% 5947
2017
Q1 		$15K Sell
500
-1,000
-67% -$31.3K ﹤0.01% 6390
2016
Q4 		$46K Sell
1,500
-300
-17% -$9.23K ﹤0.01% 6190
2016
Q3 		$56K Buy
1,800
+1,200
+200% +$35.3K ﹤0.01% 5596
2016
Q2 		$15K Buy
600
+400
+200% +$11.9K ﹤0.01% 6316
2016
Q1 		$6K Sell
200
-72,100
-100% -$2.08M ﹤0.01% 6943
2015
Q4 		$2.42M Sell
72,300
-17,300
-19% -$567K ﹤0.01% 2335
2015
Q3 		$2.8M Sell
89,600
-60,400
-40% -$2.15M ﹤0.01% 2164
2015
Q2 		$5.62M Buy
+150,000
New +$6.01M 0.01% 1644
2014
Q1 		– Sell
-160,000
Closed -$5.82M – 7101
2013
Q4 		$5.82M Hold
160,000
– – 0.01% 1665
2013
Q3 		$5.1M Hold
160,000
– – ﹤0.01% 1739
2013
Q2 		$5.09M Buy
+160,000
New +$5.12M 0.01% 1612

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Citigroup's IVZ Position: Q3 2026 in Review

Citigroup increased its Invesco (IVZ) stake by 52% in Q3 2026, buying an estimated $7.71M and bringing the position to 733,136 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #1142.

Citigroup first reported a position in IVZ in Q2 2013 and has held it in 54 quarters since. The position peaked at $81.5M in Q4 2015. 367 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Citigroup held 733,136 shares of Invesco worth $22.1M as of Q3 2026.
  • Citigroup bought 250,360 Invesco shares in Q3 2026, an estimated $7.71M.
  • Invesco made up 0.01% of Citigroup's portfolio in Q3 2026, its #1142 holding.
  • Citigroup first reported a position in Invesco in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Invesco position peaked at $81.5M in Q4 2015.
  • 367 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.