Position in ING
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,551
+$5,305 QoQ
Shares Held
878
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 585 holders
Holding Since
Mar 2023
14 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, 2026Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. ING ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,403 | $12,243,123 | |
| 2 | RY |
Royal Bank Of Canada
|
19,734 | $4,084,345 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,743 | $1,193,442 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,673 | $472,319 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,279 | $270,976 | |
| 6 | C |
Citigroup Inc
|
1,830 | $256,126 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,228 | $183,931 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,258 | $119,623 |
All Filings in ING
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,551 | 878 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,246 | 854 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $23,912 | 854 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $22,272 | 854 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,676 | 854 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,729 | 854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,867 | 885 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,439 | 685 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,740 | 685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,295 | 685 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,288 | 685 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,028 | 685 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,226 | 685 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,130 | 685 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||