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Valeo Financial Advisors’s ING ING Stock Holding History

Valeo Financial Advisors’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
Q3 		$529K Buy
14,910
+2,268
+18% +$79.1K 0.01% 447
2026
Q2 		$397K Buy
12,642
+2,386
+23% +$70.6K 0.01% 526
2026
Q1 		$267K Sell
10,256
-6,493
-39% -$183K 0.01% 595
2025
Q4 		$469K Buy
16,749
+1,012
+6% +$26.1K 0.01% 482
2025
Q3 		$410K Buy
15,737
+785
+5% +$18.9K 0.01% 508
2025
Q2 		$327K Buy
14,952
+1,042
+7% +$21K 0.01% 554
2025
Q1 		$272K Buy
13,910
+2,467
+22% +$43.8K 0.01% 556
2024
Q4 		$179K Buy
11,443
+200
+2% +$3.25K 0.01% 672
2024
Q3 		$204K Buy
11,243
+684
+6% +$12.2K 0.01% 650
2024
Q2 		$181K Buy
10,559
+3
+0% +$51 0.01% 615
2024
Q1 		$165K Sell
10,556
-448
-4% -$6.4K 0.01% 616
2023
Q4 		$165K Buy
11,004
+513
+5% +$7.05K 0.01% 599
2023
Q3 		$138K Sell
10,491
-528
-5% -$7.44K 0.01% 580
2023
Q2 		$148K Sell
11,019
-550
-5% -$7.03K 0.01% 556
2023
Q1 		$137K Buy
+11,569
New +$153K 0.01% 566
2020
Q3 		– Sell
-673
Closed -$5.14K – 1851
2020
Q2 		$5K Buy
673
+37
+6% +$225 ﹤0.01% 1523
2020
Q1 		$4K Sell
636
-108
-15% -$1.04K ﹤0.01% 1351
2019
Q4 		$9K Hold
744
– – ﹤0.01% 1139
2019
Q3 		$8K Sell
744
-171
-19% -$1.8K ﹤0.01% 1085
2019
Q2 		$11K Buy
915
+323
+55% +$3.85K ﹤0.01% 999
2019
Q1 		$7K Buy
592
+361
+156% +$4.36K ﹤0.01% 1056
2018
Q4 		$2K Sell
231
-285
-55% -$3.42K ﹤0.01% 1285
2018
Q3 		$6K Sell
516
-411
-44% -$5.76K ﹤0.01% 1131
2018
Q2 		$13K Sell
927
-67
-7% -$1.06K ﹤0.01% 881
2018
Q1 		$17K Buy
994
+97
+11% +$1.8K ﹤0.01% 760
2017
Q4 		$17K Buy
897
+65
+8% +$1.19K ﹤0.01% 707
2017
Q3 		$15K Buy
+832
New +$15.1K ﹤0.01% 616

Other funds holding ING

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Valeo Financial Advisors's ING Position: Q3 2026 in Review

Valeo Financial Advisors increased its ING (ING) stake by 18% in Q3 2026, buying an estimated $79.1K and bringing the position to 14,910 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #447.

Valeo Financial Advisors first reported a position in ING in Q3 2017 and has held it in 27 quarters since. 34 funds tracked by Wall St. Rank hold ING as of Q3 2026.

  • Valeo Financial Advisors held 14,910 shares of ING worth $529K as of Q3 2026.
  • Valeo Financial Advisors bought 2,268 ING shares in Q3 2026, an estimated $79.1K.
  • ING made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #447 holding.
  • Valeo Financial Advisors first reported a position in ING in Q3 2017 and has held it in 27 quarters since.
  • 34 funds tracked by Wall St. Rank held ING as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.