Integrated Wealth Concepts LLC

Position in ING — Ing Groep NV

CIK 1737109 WALTHAM, MA

Position in ING

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,551,646

+$876,274 QoQ

Shares Held

49,447

+90.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#180

of 585 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. ING ranks #15 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	287,857	$94,224,231
2	BAC	Bank Of America Corp /De/	457,988	$26,096,156
3	C	Citigroup Inc	153,863	$21,534,665
4	WFC	Wells Fargo & Company/Mn	132,711	$10,967,237
5	BNY	Bank of New York Mellon Corp	71,038	$10,272,805
6	UBS	UBS Group AG	62,814	$3,113,061
7	HSBC	Hsbc Holdings PLC	32,685	$3,108,016
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	117,514	$2,944,900

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,551,646	49,447	+90.7%	Shares	Sole	2026-08-12
2026-03-31	$675,372	25,926	+11.5%	Shares	Other	2026-05-15
2025-12-31	$651,028	23,251	-5.4%	Shares	Other	2026-02-13
2025-09-30	$641,176	24,585	+3.0%	Shares	Other	2025-11-14
2025-06-30	$522,080	23,872	+11.9%	Shares	Other	2025-08-14
2025-03-31	$417,835	21,329	+5.4%	Shares	Other	2025-05-15
2024-12-31	$317,082	20,235	+1.0%	Shares	Other	2025-02-14
2024-09-30	$363,726	20,029	+4.6%	Shares	Other	2024-11-14
2024-06-30	$328,299	19,154	-16.8%	Shares	Other	2024-08-14
2024-03-31	$379,748	23,029	-85.0%	Shares	Other	2024-05-15
2023-12-31	$2,298,405	153,023	-1.4%	Shares	Other	2024-02-13
2023-09-30	$2,045,364	155,187	+1.1%	Shares	Other	2023-11-15
2023-06-30	$2,068,493	153,563	-0.6%	Shares	Other	2023-08-15
2023-03-31	$1,833,796	154,490	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.