UB
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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
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 		$9.84K 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 		$9.67K 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

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

UMB Bank's IVZ Position: Q2 2026 in Review

UMB Bank increased its Invesco (IVZ) stake by 9.8% in Q2 2026, buying an estimated $8.32K and bringing the position to 3,511 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

UMB Bank first reported a position in IVZ in Q4 2021 and has held it in 19 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • UMB Bank held 3,511 shares of Invesco worth $92.7K as of Q2 2026.
  • UMB Bank bought 314 Invesco shares in Q2 2026, an estimated $8.32K.
  • Invesco made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1071 holding.
  • UMB Bank first reported a position in Invesco in Q4 2021 and has held it in 19 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.