Position in ING
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$704,449
+$190,926 QoQ
Shares Held
22,449
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#239
of 584 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $42,330,056 across 18 Banks - Diversified names. ING ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
79,433 | $26,000,803 | |
| 2 | BAC |
Bank Of America Corp /De/
|
38,138 | $2,173,102 | |
| 3 | C |
Citigroup Inc
|
14,450 | $2,022,421 | |
| 4 | RY |
Royal Bank Of Canada
|
7,278 | $1,506,327 | |
| 5 | SAN |
Banco Santander, S.A.
|
103,721 | $1,431,349 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
50,312 | $1,260,818 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
57,693 | $1,147,513 | |
| 8 | UBS |
UBS Group AG
|
20,559 | $1,018,904 |
All Filings in ING
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,449 | 22,449 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $513,523 | 19,713 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $490,560 | 17,520 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $7,364 | 470 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,773 | 373 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,730 | 276 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,193 | 133 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,997 | 133 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,888 | 295 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,791 | 133 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,578 | 133 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $200,743 | 16,495 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $140,445 | 16,523 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $164,493 | 16,582 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $188,355 | 18,059 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $245,826 | 17,660 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $233,810 | 16,136 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $213,892 | 16,155 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $191,019 | 15,619 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||