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Disclosery

BASSWOOD CAPITAL MANAGEMENT, L.L.C.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BASSWOOD CAPITAL MANAGEMENT, L.L.C. on IVZ, newest first. How the timeline and the estimate are built.

BASSWOOD CAPITAL MANAGEMENT, L.L.C. held 1,167,259 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,167,259 shares
    Change vs previous 13F -37,026 shares

    1.32% of the 13F portfolio, value $30,803,965.

    13F-HR 0001405086-26-000596 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,204,285 shares
    Change vs previous 13F +87,133 shares

    1.49% of the 13F portfolio, value $29,252,083.

    13F-HR 0001405086-26-000323 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,117,152 shares
    Change vs previous 13F +190,701 shares

    1.3% of the 13F portfolio, value $29,347,583.

    13F-HR 0001405086-26-000100 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 926,451 shares
    Change vs previous 13F +266,211 shares

    0.99% of the 13F portfolio, value $21,252,786.

    13F-HR 0001405086-25-000357 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 660,240 shares
    Change vs previous 13F -155,459 shares

    0.52% of the 13F portfolio, value $10,411,985.

    13F-HR 0001405086-25-000222 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 815,699 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $12,374,154.

    13F-HR 0001405086-25-000129 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).