Position in ING
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,810,491
+$1,873,953 QoQ
Shares Held
153,298
+36.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#110
of 584 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. ING ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
196,682 | $64,379,919 | |
| 2 | UBS |
UBS Group AG
|
190,346 | $9,433,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
109,477 | $9,047,179 | |
| 4 | BAC |
Bank Of America Corp /De/
|
141,354 | $8,054,350 | |
| 5 | C |
Citigroup Inc
|
50,716 | $7,098,211 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38,875 | $5,621,713 | |
| 7 | ING |
Ing Groep NV
This page
|
153,298 | $4,810,491 | |
| 8 | BCS |
Barclays PLC
|
94,453 | $2,537,007 |
All Filings in ING
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,810,491 | 153,298 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,936,538 | 112,727 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,130,192 | 40,364 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,801 | 16,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,028,677 | 47,036 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $553,456 | 28,252 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $461,982 | 29,482 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $591,761 | 32,586 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $605,693 | 35,338 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $593,244 | 35,976 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $518,460 | 34,518 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $431,196 | 32,716 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $421,530 | 31,294 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $339,838 | 28,630 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $963,778 | 79,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $651,763 | 76,678 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $723,624 | 72,946 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $581,660 | 55,768 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $427,093 | 30,682 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $415,457 | 28,672 | Shares | Sole | 2021-11-02 | |
| 2020-09-30 | $75,784 | 10,704 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $75,603 | 10,957 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||