IPG β€” INTERPUBLIC GROUP COS INC

Ownership history in Beacon Bank & Trust  Β·  15 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported INTERPUBLIC GROUP COS INC (IPG) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows IPG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in INTERPUBLIC GROUP COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IPG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held IPG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,053 -1,579 -14.9% 0.05% $253K 2025-10-24 β€”
2025 Q2 REDUCED 10,632 -8,702 -45.0% 0.06% $260K 2025-07-09 β€”
2025 Q1 REDUCED 19,334 -465 -2.3% 0.13% $525K 2025-04-17 β€”
2024 Q4 REDUCED 19,799 -942 -4.5% 0.13% $555K 2025-01-22 β€”
2024 Q3 ADDED 20,741 +772 +3.9% 0.15% $656K 2024-10-18 β€”
2024 Q2 REDUCED 19,969 -3,507 -14.9% 0.15% $581K 2024-07-12 β€”
2024 Q1 ADDED 23,476 +706 +3.1% 0.19% $766K 2024-04-24 β€”
2023 Q4 ADDED 22,770 +450 +2.0% 0.20% $743K 2024-01-22 β€”
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and IPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning IPG?

Beacon Bank & Trust reported IPG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IPG position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for IPG was 0.20% in 2023 Q4.

What is the latest reported IPG position on this page?

The most recent filing on this page is 2025 Q3, when Beacon Bank & Trust reported 9,053 shares, equal to 0.05% of portfolio, with an estimated market value of $253K.

What does the chart on this IPG ownership page compare?

The chart compares Beacon Bank & Trust's quarterly IPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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