Pinnacle Bancorp’s Invesco IVZ Stock Holding History

Pinnacle Bancorp’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 Q2	–	Sell	-2,000	Closed	-$30.3K	–	933
2025 Q1	$30.3K	Hold	2,000	–	–	0.01%	511
2024 Q4	$35K	Hold	2,000	–	–	0.01%	490
2024 Q3	$35.1K	Hold	2,000	–	–	0.01%	476
2024 Q2	$29.9K	Hold	2,000	–	–	0.01%	484
2024 Q1	$33.2K	Hold	2,000	–	–	0.01%	474
2023 Q4	$35.7K	Buy	2,000 +1,000	+100%	+$14.4K	0.01%	443
2023 Q3	$14.5K	Buy	+1,000	New	+$16.1K	0.01%	553

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Bancorp's IVZ Position: Q2 2025 in Review

Pinnacle Bancorp sold out of Invesco (IVZ) in Q2 2025, closing a stake of 2,000 shares — an estimated $30.3K sold.

Pinnacle Bancorp first reported a position in IVZ in Q3 2023 and held it in 7 quarters. The position peaked at $35.7K in Q4 2023. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Pinnacle Bancorp reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Pinnacle Bancorp sold 2,000 Invesco shares in Q2 2025, an estimated $30.3K.
Pinnacle Bancorp first reported a position in Invesco in Q3 2023 and held it in 7 quarters.
Pinnacle Bancorp's Invesco position peaked at $35.7K in Q4 2023.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Pinnacle Bancorp's 13F filing for Q2 2025, filed 11 Jul 2025.