Summit Financial’s Interpublic Group of Companies IPG Stock Holding History

Summit Financial’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,920	Closed	-$361K	–	1307
2025 Q3	$361K	Sell	12,920 -111	-0.9%	-$2.86K	0.01%	998
2025 Q2	$319K	Buy	13,031 +2,451	+23%	+$59.6K	0.01%	667
2025 Q1	$287K	Buy	+10,580	New	+$290K	0.01%	619
2024 Q4	–	Sell	-9,609	Closed	-$304K	–	648
2024 Q3	$304K	Buy	9,609 +1,101	+13%	+$33.8K	0.01%	462
2024 Q2	$247K	Buy	+8,508	New	+$262K	0.01%	448

Other funds holding IPG

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Financial's IPG Position: Q4 2025 in Review

Summit Financial sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 12,920 shares — an estimated $361K sold.

Summit Financial first reported a position in IPG in Q2 2024 and held it in 5 quarters. The position peaked at $361K in Q3 2025. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

Summit Financial reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 12,920 Interpublic Group of Companies shares in Q4 2025, an estimated $361K.
Summit Financial first reported a position in Interpublic Group of Companies in Q2 2024 and held it in 5 quarters.
Summit Financial's Interpublic Group of Companies position peaked at $361K in Q3 2025.
4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.