Position in ING
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$211,438
-$59,558 QoQ
Shares Held
6,738
-61.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#409
of 584 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. ING ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in ING
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,438 | 6,738 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $270,996 | 17,294 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $319,688 | 17,604 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $304,886 | 17,788 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $313,540 | 19,014 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $268,272 | 17,861 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $224,231 | 17,013 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $242,998 | 18,040 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $237,364 | 19,997 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $226,398 | 18,603 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $213,032 | 20,425 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $271,955 | 19,537 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $291,437 | 20,113 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $253,585 | 19,153 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||