Position in ING
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$561,294
+$178,594 QoQ
Shares Held
17,887
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 585 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. ING ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
724,174 | $237,043,875 | |
| 2 | BAC |
Bank Of America Corp /De/
|
497,155 | $28,327,891 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
245,564 | $20,293,408 | |
| 4 | C |
Citigroup Inc
|
67,481 | $9,444,640 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,650 | $1,973,926 | |
| 6 | TD |
Toronto Dominion Bank
|
13,524 | $1,642,219 | |
| 7 | BNS |
Bank Of Nova Scotia
|
13,197 | $1,146,027 | |
| 8 | SAN |
Banco Santander, S.A.
|
62,986 | $869,206 |
All Filings in ING
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,294 | 17,887 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $382,700 | 14,691 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $422,716 | 15,097 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $301,215 | 13,773 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $163,814 | 10,454 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $253,436 | 25,548 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $147,365 | 14,129 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $225,949 | 16,232 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $235,056 | 16,222 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $213,124 | 16,097 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $192,585 | 15,747 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $143,856 | 15,239 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $88,257 | 12,791 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||