Position in ING
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$396,705
+$129,537 QoQ
Shares Held
12,642
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#305
of 584 holders
Holding Since
Mar 2020
17 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, 2026Valeo Financial Advisors, LLC holds $67,594,604 across 16 Banks - Diversified names. ING ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
130,662 | $42,769,592 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,571 | $8,807,455 | |
| 3 | C |
Citigroup Inc
|
42,360 | $5,928,705 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
45,097 | $3,726,816 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,317 | $913,501 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,187 | $739,649 | |
| 7 | SAN |
Banco Santander, S.A.
|
47,927 | $661,392 | |
| 8 | UBS |
UBS Group AG
|
12,649 | $626,884 |
All Filings in ING
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,705 | 12,642 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $267,168 | 10,256 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $468,972 | 16,749 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $410,420 | 15,737 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $327,000 | 14,952 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $272,496 | 13,910 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $179,311 | 11,443 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $204,172 | 11,243 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $180,981 | 10,559 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $174,068 | 10,556 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $165,280 | 11,004 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $138,271 | 10,491 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $148,425 | 11,019 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $137,324 | 11,569 | Shares | Sole | 2023-04-17 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,643 | 673 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,275 | 636 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||