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Root Financial Partners’s ING ING Stock Holding History

Root Financial Partners’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 		– Sell
-1,249
Closed -$32.5K – 1759
2026
Q1 		$32.5K Sell
1,249
-285
-19% -$8.02K ﹤0.01% 1069
2025
Q4 		$43K Buy
1,534
+212
+16% +$5.47K ﹤0.01% 779
2025
Q3 		$34.5K Buy
+1,322
New +$31.9K ﹤0.01% 820

Other funds holding ING

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's ING Position: Q2 2026 in Review

Root Financial Partners sold out of ING (ING) in Q2 2026, closing a stake of 1,249 shares — an estimated $32.5K sold.

Root Financial Partners first reported a position in ING in Q3 2025 and held it in 3 quarters. The position peaked at $43K in Q4 2025. 587 funds tracked by Wall St. Rank hold ING as of Q2 2026.

  • Root Financial Partners reported no remaining ING position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,249 ING shares in Q2 2026, an estimated $32.5K.
  • Root Financial Partners first reported a position in ING in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ING position peaked at $43K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held ING as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.