UMB Bank
IVZ icon

UMB Bank’s Invesco IVZ Stock Holding History

UMB Bank’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
Q3 		$107K Buy
3,535
+24
+0.7% +$739 ﹤0.01% 994
2026
Q2 		$92.7K Buy
3,511
+314
+10% +$8.32K ﹤0.01% 1071
2026
Q1 		$77.7K Buy
3,197
+460
+17% +$12K ﹤0.01% 1084
2025
Q4 		$71.9K Buy
2,737
+114
+4% +$2.78K ﹤0.01% 1098
2025
Q3 		$60.2K Hold
2,623
– – ﹤0.01% 1080
2025
Q2 		$41.4K Buy
2,623
+824
+46% +$11.8K ﹤0.01% 1180
2025
Q1 		$27.3K Buy
1,799
+29
+2% +$495 ﹤0.01% 1252
2024
Q4 		$30.9K Buy
1,770
+280
+19% +$4.99K ﹤0.01% 1102
2024
Q3 		$26.2K Hold
1,490
– – ﹤0.01% 1109
2024
Q2 		$22.3K Buy
1,490
+897
+151% +$13.8K ﹤0.01% 1032
2024
Q1 		$9.8K Buy
593
+18
+3% +$291 ﹤0.01% 1279
2023
Q4 		$10.3K Hold
575
– – ﹤0.01% 1282
2023
Q3 		$8.35K Hold
575
– – ﹤0.01% 1322
2023
Q2 		$9.7K Hold
575
– – ﹤0.01% 1306
2023
Q1 		$9.43K Hold
575
– – ﹤0.01% 1307
2022
Q4 		$10K Hold
575
– – ﹤0.01% 1306
2022
Q3 		$8K Buy
575
+95
+20% +$1.6K ﹤0.01% 1370
2022
Q2 		$8K Hold
480
– – ﹤0.01% 1454
2022
Q1 		$11K Hold
480
– – ﹤0.01% 1459
2021
Q4 		$11K Buy
+480
New +$11.7K ﹤0.01% 1426

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UMB Bank's IVZ Position: Q3 2026 in Review

UMB Bank increased its Invesco (IVZ) stake by 0.68% in Q3 2026, buying an estimated $739 and bringing the position to 3,535 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

UMB Bank first reported a position in IVZ in Q4 2021 and has held it in 20 quarters since. 499 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • UMB Bank held 3,535 shares of Invesco worth $107K as of Q3 2026.
  • UMB Bank bought 24 Invesco shares in Q3 2026, an estimated $739.
  • Invesco made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #994 holding.
  • UMB Bank first reported a position in Invesco in Q4 2021 and has held it in 20 quarters since.
  • 499 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.