Position in ING
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,738,030
+$906,142 QoQ
Shares Held
87,254
+24.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#142
of 585 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,452,557 across 11 Banks - Diversified names. ING ranks #10 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,526 | $11,628,725 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
94,781 | $9,012,725 | |
| 3 | SAN |
Banco Santander, S.A.
|
431,070 | $5,948,766 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
297,300 | $5,913,297 | |
| 5 | C |
Citigroup Inc
|
40,689 | $5,694,832 | |
| 6 | BAC |
Bank Of America Corp /De/
|
95,217 | $5,425,464 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
166,072 | $4,161,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
172,721 | $4,072,761 |
All Filings in ING
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,738,030 | 87,254 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,831,888 | 70,322 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,898,176 | 67,792 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,088,486 | 80,080 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,703,235 | 77,880 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,479,769 | 75,537 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,200,180 | 76,591 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,403,913 | 77,308 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,355,516 | 79,085 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,231,275 | 74,668 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $893,690 | 59,500 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $645,925 | 49,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $614,945 | 45,653 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $468,817 | 39,496 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $288,575 | 33,950 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $306,329 | 30,880 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||