SF
IPG

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

Symphony 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
-19,961
Closed -$542K – 301
2025
Q3 		$542K Buy
19,961
+595
+3% +$15.4K 0.07% 157
2025
Q2 		$506K Buy
19,366
+5,363
+38% +$130K 0.07% 153
2025
Q1 		$329K Sell
14,003
-4,112
-23% -$113K 0.19% 74
2024
Q4 		$507K Buy
18,115
+1,836
+11% +$54.8K 0.08% 136
2024
Q3 		$512K Buy
+16,279
New +$499K 0.08% 139

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Symphony Financial's IPG Position: Q4 2025 in Review

Symphony Financial sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 19,961 shares — an estimated $542K sold.

Symphony Financial first reported a position in IPG in Q3 2024 and held it in 5 quarters. The position peaked at $542K in Q3 2025. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Symphony Financial reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 19,961 Interpublic Group of Companies shares in Q4 2025, an estimated $542K.
  • Symphony Financial first reported a position in Interpublic Group of Companies in Q3 2024 and held it in 5 quarters.
  • Symphony Financial's Interpublic Group of Companies position peaked at $542K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.