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IVZ icon

Parkside Financial Bank & Trust’s Invesco IVZ Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$19.6K Sell
807
-18
-2% -$471 ﹤0.01% 1309
2025
Q4 		$21.7K Sell
825
-1,313
-61% -$32.1K ﹤0.01% 1278
2025
Q3 		$49K Buy
2,138
+5
+0.2% +$104 ﹤0.01% 945
2025
Q2 		$33.6K Sell
2,133
-169
-7% -$2.43K ﹤0.01% 1030
2025
Q1 		$34.9K Buy
2,302
+1,527
+197% +$26.1K ﹤0.01% 951
2024
Q4 		$13.5K Buy
775
+53
+7% +$944 ﹤0.01% 1203
2024
Q3 		$12.7K Hold
722
– – ﹤0.01% 1178
2024
Q2 		$10.8K Sell
722
-84
-10% -$1.29K ﹤0.01% 1161
2024
Q1 		$13.4K Hold
806
– – ﹤0.01% 1102
2023
Q4 		$14.4K Sell
806
-263
-25% -$3.79K ﹤0.01% 1069
2023
Q3 		$15.5K Buy
1,069
+36
+3% +$579 ﹤0.01% 987
2023
Q2 		$17.4K Buy
1,033
+45
+5% +$724 ﹤0.01% 943
2023
Q1 		$16.2K Buy
988
+68
+7% +$1.21K ﹤0.01% 946
2022
Q4 		$16.6K Sell
920
-148
-14% -$2.53K ﹤0.01% 904
2022
Q3 		$14K Sell
1,068
-39
-4% -$658 ﹤0.01% 906
2022
Q2 		$18K Sell
1,107
-23
-2% -$435 0.01% 836
2022
Q1 		$26K Buy
1,130
+92
+9% +$2.04K 0.01% 760
2021
Q4 		$24K Buy
1,038
+1
+0.1% +$24 0.01% 752
2021
Q3 		$25K Buy
1,037
+46
+5% +$1.15K 0.01% 716
2021
Q2 		$26K Sell
991
-41
-4% -$1.12K 0.01% 691
2021
Q1 		$26K Buy
1,032
+60
+6% +$1.34K 0.01% 682
2020
Q4 		$17K Hold
972
– – 0.01% 755
2020
Q3 		$11K Buy
972
+10
+1% +$106 ﹤0.01% 792
2020
Q2 		$10K Buy
962
+91
+10% +$816 ﹤0.01% 810
2020
Q1 		$8K Buy
871
+322
+59% +$4.89K ﹤0.01% 768
2019
Q4 		$10K Buy
549
+13
+2% +$222 ﹤0.01% 800
2019
Q3 		$9K Buy
536
+69
+15% +$1.22K ﹤0.01% 806
2019
Q2 		$10K Buy
467
+15
+3% +$311 ﹤0.01% 804
2019
Q1 		$9K Buy
452
+195
+76% +$3.65K ﹤0.01% 810
2018
Q4 		$4K Buy
257
+147
+134% +$2.94K ﹤0.01% 935
2018
Q3 		$2K Buy
110
+3
+3% +$75 ﹤0.01% 1082
2018
Q2 		$3K Sell
107
-120
-53% -$3.45K ﹤0.01% 975
2018
Q1 		$7K Buy
227
+44
+24% +$1.52K ﹤0.01% 795
2017
Q4 		$7K Hold
183
– – ﹤0.01% 801
2017
Q3 		$6K Hold
183
– – ﹤0.01% 825
2017
Q2 		$6K Buy
183
+32
+21% +$1.04K ﹤0.01% 832
2017
Q1 		$5K Buy
151
+30
+25% +$938 ﹤0.01% 821
2016
Q4 		$4K Buy
121
+35
+41% +$1.08K ﹤0.01% 869
2016
Q3 		$3K Hold
86
– – ﹤0.01% 908
2016
Q2 		$2K Hold
86
– – ﹤0.01% 932
2016
Q1 		$3K Buy
86
+6
+8% +$173 ﹤0.01% 846
2015
Q4 		$3K Buy
80
+43
+116% +$1.41K ﹤0.01% 851
2015
Q3 		$1K Buy
+37
New +$1.32K ﹤0.01% 990

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkside Financial Bank & Trust's IVZ Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Invesco (IVZ) stake by 2.2% in Q1 2026, selling an estimated $471 and leaving 807 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Parkside Financial Bank & Trust first reported a position in IVZ in Q3 2015 and has held it in 43 quarters since. The position peaked at $49K in Q3 2025. 634 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Parkside Financial Bank & Trust held 807 shares of Invesco worth $19.6K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 18 Invesco shares in Q1 2026, an estimated $471.
  • Invesco made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1309 holding.
  • Parkside Financial Bank & Trust first reported a position in Invesco in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Invesco position peaked at $49K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.