Position in ING
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,267,678
+$32,998 QoQ
Shares Held
87,051
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $34,595,872 across 9 Banks - Diversified names. ING ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
60,711 | $17,858,747 | |
| 2 | BAC |
Bank Of America Corp /De/
|
99,376 | $4,844,580 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
229,938 | $3,902,047 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
31,948 | $2,635,390 | |
| 5 | ING |
Ing Groep NV
This page
|
87,051 | $2,267,678 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
19,800 | $1,576,278 | |
| 7 | C |
Citigroup Inc
|
8,095 | $918,053 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,904 | $463,131 |
All Filings in ING
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,267,678 | 87,051 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,234,680 | 79,810 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,975,925 | 75,764 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,050,744 | 48,045 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||