EFS
IPG

Essex Financial Services’s Interpublic Group of Companies IPG Stock Holding History

Essex Financial Services’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
-10,583
Closed -$295K – 798
2025
Q3 		$295K Buy
10,583
+530
+5% +$13.7K 0.02% 582
2025
Q2 		$246K Buy
10,053
+92
+0.9% +$2.24K 0.02% 605
2025
Q1 		$271K Buy
9,961
+246
+3% +$6.75K 0.02% 520
2024
Q4 		$272K Buy
9,715
+942
+11% +$28.1K 0.02% 513
2024
Q3 		$261K Sell
8,773
-386
-4% -$11.8K 0.02% 525
2024
Q2 		$279K Buy
9,159
+1,395
+18% +$43K 0.02% 502
2024
Q1 		$253K Buy
7,764
+1,254
+19% +$40.6K 0.02% 454
2023
Q4 		$213K Buy
+6,510
New +$196K 0.02% 467
2023
Q3 		– Sell
-6,381
Closed -$246K – 481
2023
Q2 		$246K Buy
6,381
+43
+0.7% +$1.62K 0.03% 402
2023
Q1 		$236K Buy
6,338
+51
+0.8% +$1.83K 0.02% 430
2022
Q4 		$209K Buy
+6,287
New +$195K 0.02% 450
2022
Q2 		– Sell
-6,254
Closed -$222K – 499
2022
Q1 		$222K Buy
6,254
+46
+0.7% +$1.66K 0.02% 443
2021
Q4 		$232K Sell
6,208
-41
-0.7% -$1.49K 0.02% 435
2021
Q3 		$229K Sell
6,249
-4,746
-43% -$170K 0.03% 410
2021
Q2 		$321K Hold
10,995
– – 0.05% 316
2021
Q1 		$321K Sell
10,995
-342
-3% -$9.03K 0.06% 257
2020
Q4 		$267K Buy
+11,337
New +$238K 0.05% 258

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Essex Financial Services's IPG Position: Q4 2025 in Review

Essex Financial Services sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 10,583 shares — an estimated $295K sold.

Essex Financial Services first reported a position in IPG in Q4 2020 and held it in 17 quarters. The position peaked at $321K in Q2 2021. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Essex Financial Services reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 10,583 Interpublic Group of Companies shares in Q4 2025, an estimated $295K.
  • Essex Financial Services first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 17 quarters.
  • Essex Financial Services's Interpublic Group of Companies position peaked at $321K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.