Transamerica Financial Advisors, LLC

Position in SAN — Banco Santander, S.A.

CIK 1502149 CEDAR RAPIDS, IA

Position in SAN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$363,312

+$74,014 QoQ

Shares Held

26,327

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#316

of 655 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. SAN ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,488	$2,778,377
2	WFC	Wells Fargo & Company/Mn	15,105	$1,248,277
3	C	Citigroup Inc	8,738	$1,222,970
4	BAC	Bank Of America Corp /De/	9,513	$542,050
5	TD	Toronto Dominion Bank	3,370	$409,219
6	SAN	Banco Santander, S.A. This page	26,327	$363,312
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,076	$355,492
8	MUFG	Mitsubishi Ufj Financial Group Inc	17,593	$349,924

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,312	26,327	+2.7%	Shares	Sole	2026-08-17
2026-03-31	$289,298	25,647	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$279,608	23,837	+23.2%	Shares	Sole	2026-02-13
2025-09-30	$202,756	19,347	+33.2%	Shares	Sole	2025-11-14
2025-06-30	$120,590	14,529	-75.8%	Shares	Sole	2025-08-14
2024-06-30	$277,415	59,917	0.0%	Shares	Sole	2024-08-14
2024-03-31	$289,998	59,917	+388.6%	Shares	Sole	2024-05-15
2023-12-31	$50,768	12,263	+238.4%	Shares	Sole	2024-02-12
2023-09-30	$13,626	3,624	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.