EverSource Wealth Advisors’s ING ING Stock Holding History

EverSource 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	$304K	Sell	9,681 -4,901	-34%	-$145K	0.01%	795
2026 Q1	$380K	Buy	14,582 +1,844	+14%	+$51.9K	0.01%	733
2025 Q4	$357K	Buy	12,738 +1,259	+11%	+$32.5K	0.01%	682
2025 Q3	$299K	Buy	11,479 +286	+3%	+$6.89K	0.01%	731
2025 Q2	$245K	Buy	11,193 +5,243	+88%	+$106K	0.01%	776
2025 Q1	$117K	Sell	5,950 -8,029	-57%	-$143K	0.01%	854
2024 Q4	$219K	Buy	13,979 +10,302	+280%	+$167K	0.01%	622
2024 Q3	$66.8K	Sell	3,677 -1,881	-34%	-$33.6K	﹤0.01%	937
2024 Q2	$101K	Buy	5,558 +169	+3%	+$2.87K	0.01%	797
2024 Q1	$85.1K	Sell	5,389 -538	-9%	-$7.68K	0.01%	769
2023 Q4	$89K	Buy	5,927 +883	+18%	+$12.1K	0.01%	680
2023 Q3	$66.5K	Buy	5,044 +47	+0.9%	+$662	0.01%	711
2023 Q2	$67.3K	Hold	4,997	–	–	0.01%	720
2023 Q1	$59.3K	Sell	4,997 -295	-6%	-$3.9K	0.01%	728
2022 Q4	$64.4K	Buy	5,292 +2,197	+71%	+$23.9K	0.01%	645
2022 Q3	$26K	Sell	3,095 -4,430	-59%	-$41.1K	0.01%	812
2022 Q2	$74K	Buy	7,525 +7,230	+2,451%	+$73.8K	0.02%	470
2022 Q1	$3K	Sell	295 -1,298	-81%	-$16.9K	﹤0.01%	1420
2021 Q4	$22K	Buy	+1,593	New	+$23.1K	0.01%	639

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

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

EverSource Wealth Advisors reduced its ING (ING) stake by 34% in Q2 2026, selling an estimated $145K and leaving 9,681 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #795.

EverSource Wealth Advisors first reported a position in ING in Q4 2021 and has held it in 19 quarters since. The position peaked at $380K in Q1 2026. 585 funds tracked by Wall St. Rank hold ING as of Q2 2026.

EverSource Wealth Advisors held 9,681 shares of ING worth $304K as of Q2 2026.
EverSource Wealth Advisors sold 4,901 ING shares in Q2 2026, an estimated $145K.
ING made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #795 holding.
EverSource Wealth Advisors first reported a position in ING in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's ING position peaked at $380K in Q1 2026.
585 funds tracked by Wall St. Rank held ING as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.