Colonial Trust’s Interpublic Group of Companies IPG Stock Holding History

Colonial Trust’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,421	Closed	-$95.5K	–	1120
2025 Q3	$95.5K	Hold	3,421	–	–	0.01%	452
2025 Q2	$83.7K	Sell	3,421 -27	-0.8%	-$657	0.01%	464
2025 Q1	$93.6K	Sell	3,448 -89	-3%	-$2.44K	0.01%	433
2024 Q4	$99.1K	Sell	3,537 -560	-14%	-$16.7K	0.01%	446
2024 Q3	$130K	Buy	4,097 +26	+0.6%	+$798	0.02%	401
2024 Q2	$118K	Buy	4,071 +665	+20%	+$20.5K	0.02%	376
2024 Q1	$111K	Hold	3,406	–	–	0.02%	381
2023 Q4	$111K	Hold	3,406	–	–	0.02%	366
2023 Q3	$97.6K	Hold	3,406	–	–	0.02%	357
2023 Q2	$131K	Hold	3,406	–	–	0.03%	295
2023 Q1	$127K	Hold	3,406	–	–	0.03%	294
2022 Q4	$113K	Buy	+3,406	New	+$106K	0.03%	290

Other funds holding IPG

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Colonial Trust's IPG Position: Q4 2025 in Review

Colonial Trust sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 3,421 shares — an estimated $95.5K sold.

Colonial Trust first reported a position in IPG in Q4 2022 and held it in 12 quarters. The position peaked at $131K in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

Colonial Trust reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
Colonial Trust sold 3,421 Interpublic Group of Companies shares in Q4 2025, an estimated $95.5K.
Colonial Trust first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 12 quarters.
Colonial Trust's Interpublic Group of Companies position peaked at $131K in Q2 2023.
4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Colonial Trust's 13F filing for Q4 2025, filed 12 Feb 2026.