EP Wealth Advisors’s ING ING Stock Holding History

EP Wealth Advisors’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	$561K	Buy	17,887 +3,196	+22%	+$94.5K	﹤0.01%	977
2026 Q1	$383K	Sell	14,691 -406	-3%	-$11.4K	﹤0.01%	1031
2025 Q4	$423K	Buy	+15,097	New	+$389K	﹤0.01%	957
2025 Q2	$301K	Buy	+13,773	New	+$278K	﹤0.01%	1017
2025 Q1	–	Sell	-10,454	Closed	-$164K	–	1331
2024 Q4	$164K	Buy	+10,454	New	+$170K	﹤0.01%	1124
2022 Q3	–	Sell	-25,548	Closed	-$253K	–	470
2022 Q2	$253K	Buy	25,548 +11,419	+81%	+$117K	0.01%	522
2022 Q1	$147K	Sell	14,129 -2,103	-13%	-$27.4K	﹤0.01%	599
2021 Q4	$226K	Buy	16,232 +10	+0.1%	+$145	0.01%	512
2021 Q3	$235K	Buy	16,222 +125	+0.8%	+$1.67K	0.01%	480
2021 Q2	$213K	Buy	16,097 +350	+2%	+$4.59K	0.01%	503
2021 Q1	$193K	Buy	15,747 +508	+3%	+$5.4K	0.01%	478
2020 Q4	$144K	Buy	+15,239	New	+$131K	0.01%	428
2020 Q3	–	Sell	-12,791	Closed	-$88K	–	361
2020 Q2	$88K	Buy	+12,791	New	+$77.7K	﹤0.01%	364

Other funds holding ING

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's ING Position: Q2 2026 in Review

EP Wealth Advisors increased its ING (ING) stake by 22% in Q2 2026, buying an estimated $94.5K and bringing the position to 17,887 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

EP Wealth Advisors first reported a position in ING in Q2 2020 and has held it in 13 quarters since. 584 funds tracked by Wall St. Rank hold ING as of Q2 2026.

EP Wealth Advisors held 17,887 shares of ING worth $561K as of Q2 2026.
EP Wealth Advisors bought 3,196 ING shares in Q2 2026, an estimated $94.5K.
ING made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #977 holding.
EP Wealth Advisors first reported a position in ING in Q2 2020 and has held it in 13 quarters since.
584 funds tracked by Wall St. Rank held ING as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.