Position in ING
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,769,392
+$416,069 QoQ
Shares Held
56,386
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 584 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $281,145,245 across 13 Banks - Diversified names. ING ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
499,797 | $163,598,552 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
773,121 | $63,890,719 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
708,357 | $17,751,426 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
102,153 | $9,713,728 | |
| 5 | BAC |
Bank Of America Corp /De/
|
167,257 | $9,530,303 | |
| 6 | SAN |
Banco Santander, S.A.
|
332,524 | $4,588,831 | |
| 7 | C |
Citigroup Inc
|
29,836 | $4,175,846 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
16,020 | $2,316,652 |
All Filings in ING
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,392 | 56,386 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,353,323 | 51,951 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,280,524 | 45,733 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $991,587 | 38,021 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $989,092 | 45,226 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $820,762 | 41,897 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $661,791 | 42,233 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $655,866 | 36,116 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $681,143 | 39,740 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $684,978 | 41,539 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $607,348 | 40,436 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $619,829 | 47,028 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $634,558 | 47,109 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $641,051 | 54,006 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $866,808 | 71,225 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $596,980 | 70,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $679,906 | 68,539 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $555,084 | 53,220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $311,696 | 22,392 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $241,765 | 16,685 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||