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Citizens Financial Group’s Invesco IVZ Stock Holding History

Citizens Financial Group’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
Q2 		$261K Buy
+9,879
New +$262K ﹤0.01% 887
2020
Q2 		– Sell
-506
Closed -$5K – 1127
2020
Q1 		$5K Buy
506
+80
+19% +$1.22K ﹤0.01% 863
2019
Q4 		$8K Buy
426
+159
+60% +$2.71K ﹤0.01% 789
2019
Q3 		$5K Buy
267
+213
+394% +$3.76K ﹤0.01% 676
2019
Q2 		$1K Hold
54
– – ﹤0.01% 786
2019
Q1 		$1K Sell
54
-746
-93% -$13.9K ﹤0.01% 720
2018
Q4 		$13K Buy
+800
New +$16K ﹤0.01% 386
2018
Q3 		– Sell
-73
Closed -$2K – 566
2018
Q2 		$2K Buy
+73
New +$2.1K ﹤0.01% 489
2016
Q1 		– Sell
-35
Closed -$1K – 724
2015
Q4 		$1K Buy
+35
New +$1.15K ﹤0.01% 708

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citizens Financial Group's IVZ Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Invesco (IVZ) in Q2 2026: 9,879 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in IVZ as recently as Q1 2020.

Citizens Financial Group first reported a position in IVZ in Q4 2015 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Citizens Financial Group held 9,879 shares of Invesco worth $261K as of Q2 2026.
  • Invesco was a new Citizens Financial Group position in Q2 2026.
  • Invesco made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #887 holding.
  • Citizens Financial Group first reported a position in Invesco in Q4 2015 and has held it in 9 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.