UCB
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United Community Bank’s Invesco IVZ Stock Holding History

United Community 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 		$323K Buy
12,222
+75
+0.6% +$1.99K 0.1% 154
2026
Q1 		$295K Buy
12,147
+444
+4% +$11.6K 0.1% 154
2025
Q4 		$307K Buy
11,703
+5
+0% +$122 0.12% 136
2025
Q3 		$268K Buy
11,698
+7,518
+180% +$156K 0.08% 181
2025
Q2 		$65.9K Buy
4,180
+2
+0% +$29 0.02% 281
2025
Q1 		$63.4K Buy
4,178
+112
+3% +$1.91K 0.02% 295
2024
Q4 		$71.1K Sell
4,066
-115
-3% -$2.05K 0.03% 277
2024
Q3 		$73.4K Hold
4,181
– – 0.03% 265
2024
Q2 		$62.5K Sell
4,181
-3,435
-45% -$52.8K 0.03% 285
2024
Q1 		$126K Buy
7,616
+32
+0.4% +$516 0.05% 226
2023
Q4 		$135K Buy
+7,584
New +$109K 0.06% 221

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

United Community Bank's IVZ Position: Q2 2026 in Review

United Community Bank increased its Invesco (IVZ) stake by 0.62% in Q2 2026, buying an estimated $1.99K and bringing the position to 12,222 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #154.

United Community Bank first reported a position in IVZ in Q4 2023 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • United Community Bank held 12,222 shares of Invesco worth $323K as of Q2 2026.
  • United Community Bank bought 75 Invesco shares in Q2 2026, an estimated $1.99K.
  • Invesco made up 0.1% of United Community Bank's portfolio in Q2 2026, its #154 holding.
  • United Community Bank first reported a position in Invesco in Q4 2023 and has held it in 11 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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