Waverly Advisors’s ING ING Stock Holding History

Waverly 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 Q1	$1.28M	Sell	49,315 -5,086	-9%	-$143K	0.01%	758
2025 Q4	$1.52M	Buy	54,401 +33,844	+165%	+$873K	0.01%	641
2025 Q3	$536K	Sell	20,557 -1,767	-8%	-$42.6K	0.01%	831
2025 Q2	$488K	Sell	22,324 -138	-0.6%	-$2.79K	0.01%	805
2025 Q1	$440K	Sell	22,462 -2,910	-11%	-$51.7K	0.01%	813
2024 Q4	$398K	Buy	+25,372	New	+$412K	0.01%	740

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

Waverly Advisors's ING Position: Q1 2026 in Review

Waverly Advisors reduced its ING (ING) stake by 9.3% in Q1 2026, selling an estimated $143K and leaving 49,315 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #758.

Waverly Advisors first reported a position in ING in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 523 funds tracked by Wall St. Rank hold ING as of Q1 2026.

Waverly Advisors held 49,315 shares of ING worth $1.28M as of Q1 2026.
Waverly Advisors sold 5,086 ING shares in Q1 2026, an estimated $143K.
ING made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #758 holding.
Waverly Advisors first reported a position in ING in Q4 2024 and has held it in 6 quarters since.
Waverly Advisors's ING position peaked at $1.52M in Q4 2025.
523 funds tracked by Wall St. Rank held ING as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.