Position in SAN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$174,225
-$2,442 QoQ
Shares Held
12,625
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#433
of 656 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. SAN ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
12,625 | $174,225 |
All Filings in SAN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,225 | 12,625 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $176,667 | 15,662 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $251,186 | 21,414 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,042 | 19,756 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $155,376 | 18,720 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $54,824 | 12,023 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $62,689 | 12,292 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $58,902 | 12,722 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $50,427 | 10,419 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $42,314 | 10,221 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $39,175 | 10,419 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $37,801 | 10,189 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $37,597 | 10,189 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $37,452 | 13,376 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $49,540 | 14,657 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $129,573 | 39,384 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $144,282 | 39,857 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $186,811 | 47,778 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $166,319 | 48,490 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $30,811 | 10,102 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $29,451 | 15,920 | Shares | Other | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||