Position in SAN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,366,585
+$1,296,829 QoQ
Shares Held
388,883
+7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#80
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Derivatives in SAN
reported options exposure · as of Dec 31, 2020CallValue
$3,050
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. SAN ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
388,883 | $5,366,585 |
All Filings in SAN
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,366,585 | 388,883 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,069,756 | 360,794 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,174,648 | 355,895 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,607,268 | 344,205 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,751,707 | 331,531 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,098,547 | 313,216 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,319,463 | 289,356 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,470,620 | 288,357 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,256,822 | 271,452 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,235,748 | 255,320 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,007,800 | 243,430 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $774,605 | 206,012 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $708,328 | 190,924 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $702,679 | 190,428 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $510,370 | 173,007 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $338,037 | 145,706 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $384,342 | 137,265 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $506,330 | 149,802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $297,244 | 90,348 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $296,271 | 81,843 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $272,394 | 69,666 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $170,522 | 49,715 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,050 | 1,000 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $131,101 | 42,984 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,850 | 1,000 | Call | Sole | 2020-11-03 | |
| 2020-09-30 | $114,182 | 61,720 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,410 | 1,000 | Call | Sole | 2020-07-30 | |
| 2020-06-30 | $242,807 | 100,750 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,350 | 1,000 | Call | Sole | 2020-04-23 | |
| 2020-03-31 | $273,051 | 116,192 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||