Jeppson Wealth Management’s ING ING Stock Holding History

Jeppson Wealth 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	$573K	Sell	22,000 -1,075	-5%	-$30.2K	0.18%	113
2025 Q4	$646K	Hold	23,075	–	–	0.2%	104
2025 Q3	$602K	Sell	23,075 -694	-3%	-$16.7K	0.19%	106
2025 Q2	$520K	Hold	23,769	–	–	0.18%	118
2025 Q1	$466K	Sell	23,769 -50	-0.2%	-$888	0.17%	120
2024 Q4	$373K	Sell	23,819 -75	-0.3%	-$1.22K	0.14%	137
2024 Q3	$434K	Sell	23,894 -250	-1%	-$4.47K	0.16%	128
2024 Q2	$414K	Sell	24,144 -475	-2%	-$8.06K	0.16%	127
2024 Q1	$406K	Hold	24,619	–	–	0.16%	132
2023 Q4	$370K	Sell	24,619 -100	-0.4%	-$1.37K	0.15%	137
2023 Q3	$326K	Sell	24,719 -525	-2%	-$7.39K	0.15%	138
2023 Q2	$340K	Sell	25,244 -300	-1%	-$3.83K	0.15%	141
2023 Q1	$303K	Sell	25,544 -300	-1%	-$3.97K	0.13%	143
2022 Q4	$315K	Buy	25,844 +444	+2%	+$4.82K	0.13%	145
2022 Q3	$216K	Sell	25,400 -1,325	-5%	-$12.3K	0.1%	175
2022 Q2	$265K	Buy	26,725 +675	+3%	+$6.89K	0.11%	152
2022 Q1	$271K	Buy	26,050 +4,200	+19%	+$54.7K	0.13%	136
2021 Q4	$304K	Sell	21,850 -200	-0.9%	-$2.9K	0.15%	121
2021 Q3	$319K	Hold	22,050	–	–	0.17%	109
2021 Q2	$291K	Sell	22,050 -375	-2%	-$4.92K	0.16%	116
2021 Q1	$274K	Sell	22,425 -10	-0%	-$106	0.16%	115
2020 Q4	$212K	Sell	22,435 -150	-0.7%	-$1.29K	0.14%	128
2020 Q3	$160K	Buy	+22,585	New	+$173K	0.13%	130

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jeppson Wealth Management's ING Position: Q1 2026 in Review

Jeppson Wealth Management reduced its ING (ING) stake by 4.7% in Q1 2026, selling an estimated $30.2K and leaving 22,000 shares worth $573K. The position accounts for 0.18% of the portfolio, ranked #113.

Jeppson Wealth Management first reported a position in ING in Q3 2020 and has held it in 23 quarters since. The position peaked at $646K in Q4 2025. 523 funds tracked by Wall St. Rank hold ING as of Q1 2026.

Jeppson Wealth Management held 22,000 shares of ING worth $573K as of Q1 2026.
Jeppson Wealth Management sold 1,075 ING shares in Q1 2026, an estimated $30.2K.
ING made up 0.18% of Jeppson Wealth Management's portfolio in Q1 2026, its #113 holding.
Jeppson Wealth Management first reported a position in ING in Q3 2020 and has held it in 23 quarters since.
Jeppson Wealth Management's ING position peaked at $646K in Q4 2025.
523 funds tracked by Wall St. Rank held ING as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.