Forum Financial Management’s ING ING Stock Holding History

Forum Financial 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 Q1	–	Sell	-49,021	Closed	-$1.37M	–	655
2025 Q4	$1.37M	Sell	49,021 -13	-0%	-$335	0.02%	191
2025 Q3	$1.28M	Sell	49,034 -23	-0%	-$554	0.02%	199
2025 Q2	$1.07M	Buy	49,057 +1,774	+4%	+$35.8K	0.02%	208
2025 Q1	$926K	Hold	47,283	–	–	0.02%	221
2024 Q4	$741K	Buy	47,283 +4,467	+10%	+$72.6K	0.01%	264
2024 Q3	$778K	Hold	42,816	–	–	0.01%	225
2024 Q2	$734K	Hold	42,816	–	–	0.01%	222
2024 Q1	$706K	Hold	42,816	–	–	0.01%	248
2023 Q4	$643K	Buy	42,816 +12,931	+43%	+$178K	0.01%	234
2023 Q3	$394K	Hold	29,885	–	–	0.01%	341
2023 Q2	$403K	Sell	29,885 -27	-0.1%	-$345	0.01%	343
2023 Q1	$355K	Buy	29,912 +27	+0.1%	+$357	0.01%	355
2022 Q4	$364K	Hold	29,885	–	–	0.01%	340
2022 Q3	$254K	Hold	29,885	–	–	0.01%	402
2022 Q2	$296K	Hold	29,885	–	–	0.01%	364
2022 Q1	$311K	Hold	29,885	–	–	0.02%	378
2021 Q4	$416K	Buy	+29,885	New	+$434K	0.02%	290

Other funds holding ING

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's ING Position: Q1 2026 in Review

Forum Financial Management sold out of ING (ING) in Q1 2026, closing a stake of 49,021 shares — an estimated $1.37M sold.

Forum Financial Management first reported a position in ING in Q4 2021 and held it in 17 quarters. The position peaked at $1.37M in Q4 2025. 526 funds tracked by Wall St. Rank hold ING as of Q1 2026.

Forum Financial Management reported no remaining ING position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 49,021 ING shares in Q1 2026, an estimated $1.37M.
Forum Financial Management first reported a position in ING in Q4 2021 and held it in 17 quarters.
Forum Financial Management's ING position peaked at $1.37M in Q4 2025.
526 funds tracked by Wall St. Rank held ING as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.