Position in ING
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,191
+$198,399 QoQ
Shares Held
7,240
+137.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 585 holders
Holding Since
Dec 2020
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. ING ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
132,182 | $43,267,134 | |
| 2 | C |
Citigroup Inc
|
88,631 | $12,404,794 | |
| 3 | BAC |
Bank Of America Corp /De/
|
206,934 | $11,791,099 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,676 | $11,460,184 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,031 | $1,305,972 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
8,494 | $807,694 | |
| 7 | RY |
Royal Bank Of Canada
|
2,702 | $559,232 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
20,926 | $524,405 |
All Filings in ING
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,191 | 7,240 | Shares | Sole | 2026-08-07 | |
| 2020-12-31 | $28,792 | 3,050 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||