Oxford Financial Group’s ING ING Stock Holding History

Oxford Financial Group’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	$263K	Sell	10,090 -192	-2%	-$5.4K	0.01%	225
2025 Q4	$288K	Buy	10,282 +282	+3%	+$7.27K	0.02%	193
2025 Q3	$261K	Hold	10,000	–	–	0.01%	196
2025 Q2	$219K	Sell	10,000 -224	-2%	-$4.52K	0.01%	197
2025 Q1	$200K	Buy	10,224 +224	+2%	+$3.98K	0.01%	209
2024 Q4	$157K	Hold	10,000	–	–	0.01%	248
2024 Q3	$182K	Hold	10,000	–	–	0.01%	243
2024 Q2	$171K	Hold	10,000	–	–	0.01%	260
2024 Q1	$165K	Hold	10,000	–	–	0.01%	222
2023 Q4	$150K	Hold	10,000	–	–	0.01%	237
2023 Q3	$132K	Hold	10,000	–	–	0.01%	222
2023 Q2	$135K	Hold	10,000	–	–	0.01%	235
2023 Q1	$119K	Hold	10,000	–	–	0.01%	197
2022 Q4	$122K	Hold	10,000	–	–	0.01%	195
2022 Q3	$85K	Sell	10,000 -388	-4%	-$3.6K	0.01%	189
2022 Q2	$103K	Buy	+10,388	New	+$106K	0.02%	202

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

Oxford Financial Group's ING Position: Q1 2026 in Review

Oxford Financial Group reduced its ING (ING) stake by 1.9% in Q1 2026, selling an estimated $5.4K and leaving 10,090 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #225.

Oxford Financial Group first reported a position in ING in Q2 2022 and has held it in 16 quarters since. The position peaked at $288K in Q4 2025. 524 funds tracked by Wall St. Rank hold ING as of Q1 2026.

Oxford Financial Group held 10,090 shares of ING worth $263K as of Q1 2026.
Oxford Financial Group sold 192 ING shares in Q1 2026, an estimated $5.4K.
ING made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #225 holding.
Oxford Financial Group first reported a position in ING in Q2 2022 and has held it in 16 quarters since.
Oxford Financial Group's ING position peaked at $288K in Q4 2025.
524 funds tracked by Wall St. Rank held ING as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.