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Caldwell Trust’s ING ING Stock Holding History

Caldwell Trust’s Portfolio ING Stock Details ING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66K Buy
+53
New +$1.57K ﹤0.01% 770

Other funds holding ING

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caldwell Trust's ING Position: Q2 2026 in Review

Caldwell Trust opened a new position in ING (ING) in Q2 2026: 53 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

584 funds tracked by Wall St. Rank hold ING as of Q2 2026.

  • Caldwell Trust held 53 shares of ING worth $1.66K as of Q2 2026.
  • ING was a new Caldwell Trust position in Q2 2026.
  • ING made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #770 holding.
  • 584 funds tracked by Wall St. Rank held ING as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.