IVZ INVESCO LTD.

Ownership history in EASTERN BANK  ·  16 quarters on record

AI Ownership Summary

EASTERN BANK reported INVESCO LTD. (IVZ) in 16 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows IVZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in INVESCO LTD., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held IVZ — position size vs. price
% of Fund (quarterly)    IVZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 161 0% 0.00% $4K 2026-01-14 $28.02
2025 Q3 UNCHANGED 161 0% 0.00% $4K 2025-10-27 $23.07
2025 Q2 UNCHANGED 161 0% 0.00% $3K 2025-07-24 $20.87
2025 Q1 UNCHANGED 161 0% 0.00% $2K 2025-05-08 $14.17
2024 Q4 UNCHANGED 161 0% 0.00% $3K 2025-01-13 $15.60
2024 Q3 REDUCED 161 -8,576 -98.2% 0.00% $3K 2024-10-21 $16.92
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EASTERN BANK and IVZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning IVZ?

EASTERN BANK reported IVZ across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IVZ position in EASTERN BANK's portfolio?

The largest reported portfolio weight for IVZ was 0.00% in 2025 Q4.

What is the latest reported IVZ position on this page?

The most recent filing on this page is 2025 Q4, when EASTERN BANK reported 161 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this IVZ ownership page compare?

The chart compares EASTERN BANK's quarterly IVZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to EASTERN BANK Holdings