Confluence Investment Management’s ING ING Stock Holding History

Confluence Investment Management’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 Q3	$2.02M	Buy	56,923 +334	+0.6%	+$11.6K	0.03%	166
2026 Q2	$1.78M	Sell	56,589 -2,414	-4%	-$71.4K	0.03%	154
2026 Q1	$1.54M	Buy	59,003 +4,502	+8%	+$127K	0.02%	168
2025 Q4	$1.53M	Buy	54,501 +2,000	+4%	+$51.6K	0.02%	171
2025 Q3	$1.37M	Buy	52,501 +3,268	+7%	+$78.7K	0.02%	187
2025 Q2	$1.08M	Buy	49,233 +1,203	+3%	+$24.3K	0.02%	199
2025 Q1	$941K	Sell	48,030 -208	-0.4%	-$3.69K	0.01%	208
2024 Q4	$756K	Buy	48,238 +790	+2%	+$12.8K	0.01%	221
2024 Q3	$862K	Sell	47,448 -2,287	-5%	-$40.9K	0.01%	218
2024 Q2	$852K	Buy	49,735 +801	+2%	+$13.6K	0.01%	214
2024 Q1	$807K	Buy	48,934 +2,733	+6%	+$39K	0.01%	209
2023 Q4	$694K	Sell	46,201 -4,713	-9%	-$64.7K	0.01%	218
2023 Q3	$671K	Hold	50,914	–	–	0.01%	210
2023 Q2	$686K	Hold	50,914	–	–	0.01%	210
2023 Q1	$604K	Buy	50,914 +1,024	+2%	+$13.6K	0.01%	217
2022 Q4	$607K	Sell	49,890 -916	-2%	-$9.95K	0.01%	223
2022 Q3	$432K	Buy	50,806 +667	+1%	+$6.18K	0.01%	240
2022 Q2	$497K	Buy	50,139 +43	+0.1%	+$439	0.01%	234
2022 Q1	$523K	Buy	+50,096	New	+$653K	0.01%	234
2020 Q1	–	Sell	-45,424	Closed	-$526K	–	308
2019 Q4	$526K	Buy	+45,424	New	+$520K	0.01%	230
2019 Q3	–	Sell	-45,424	Closed	-$526K	–	288
2019 Q2	$526K	Buy	45,424 +1,268	+3%	+$15.1K	0.01%	230
2019 Q1	$536K	Sell	44,156 -14,761	-25%	-$178K	0.01%	224
2018 Q4	$628K	Sell	58,917 -50,744	-46%	-$610K	0.01%	230
2018 Q3	$1.42M	Sell	109,661 -8,616	-7%	-$121K	0.02%	197
2018 Q2	$1.69M	Buy	+118,277	New	+$1.88M	0.03%	178

Other funds holding ING

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Confluence Investment Management's ING Position: Q3 2026 in Review

Confluence Investment Management increased its ING (ING) stake by 0.59% in Q3 2026, buying an estimated $11.6K and bringing the position to 56,923 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #166.

Confluence Investment Management first reported a position in ING in Q2 2018 and has held it in 25 quarters since. 34 funds tracked by Wall St. Rank hold ING as of Q3 2026.

Confluence Investment Management held 56,923 shares of ING worth $2.02M as of Q3 2026.
Confluence Investment Management bought 334 ING shares in Q3 2026, an estimated $11.6K.
ING made up 0.03% of Confluence Investment Management's portfolio in Q3 2026, its #166 holding.
Confluence Investment Management first reported a position in ING in Q2 2018 and has held it in 25 quarters since.
34 funds tracked by Wall St. Rank held ING as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.