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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

United Community Bank's IVZ Position: Q1 2026 in Review

United Community Bank increased its Invesco (IVZ) stake by 3.8% in Q1 2026, buying an estimated $11.6K and bringing the position to 12,147 shares worth $295K. 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 10 quarters since. The position peaked at $307K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • United Community Bank held 12,147 shares of Invesco worth $295K as of Q1 2026.
  • United Community Bank bought 444 Invesco shares in Q1 2026, an estimated $11.6K.
  • Invesco made up 0.1% of United Community Bank's portfolio in Q1 2026, its #154 holding.
  • United Community Bank first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
  • United Community Bank's Invesco position peaked at $307K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.