Position in ING
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,457
+$2,116 QoQ
Shares Held
397
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#501
of 585 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. ING ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in ING
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,457 | 397 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,341 | 397 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,116 | 397 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $10,353 | 397 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $8,682 | 397 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,777 | 397 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $6,220 | 397 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $7,209 | 397 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,804 | 397 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $6,546 | 397 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $5,962 | 397 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $5,232 | 397 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,347 | 397 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,712 | 397 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $4,831 | 397 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,374 | 397 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,938 | 397 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $4,140 | 397 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,526 | 397 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $5,752 | 397 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,256 | 397 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $4,855 | 397 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,030 | 321 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,196 | 169 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,166 | 169 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $628 | 122 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||