Position in ING
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$303,785
-$76,069 QoQ
Shares Held
9,681
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
of 584 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. ING ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in ING
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,785 | 9,681 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $379,854 | 14,582 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $356,664 | 12,738 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $299,370 | 11,479 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $244,789 | 11,193 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $116,558 | 5,950 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,049 | 13,979 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,772 | 3,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $95,262 | 5,558 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,862 | 5,389 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $89,021 | 5,927 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $66,479 | 5,044 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $67,308 | 4,997 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $59,313 | 4,997 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,403 | 5,292 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,307 | 3,095 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $74,647 | 7,525 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,076 | 295 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $22,173 | 1,593 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||