Position in SAN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$25,775,171
+$2,714,673 QoQ
Shares Held
2,285,033
+16.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.9093960568621985.ToString("F0")%
Shared 0.ToString("F0")%
None 99.09060394313781.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Derivatives in SAN
reported options exposure · as of Mar 31, 2022CallValue
$16,900
CallShares
5,000
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 Mar 31, 2026Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. SAN ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,543,468 | $454,026,546 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,662,719 | $178,557,551 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,321,100 | $105,172,770 | |
| 4 | RY |
Royal Bank Of Canada
|
295,907 | $47,871,833 | |
| 5 | C |
Citigroup Inc
|
369,286 | $41,880,724 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
316,683 | $26,123,179 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
2,285,033 | $25,775,171 | |
| 8 | TD |
Toronto Dominion Bank
|
264,504 | $24,680,867 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,775,171 | 2,285,033 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,060,498 | 1,965,942 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,675,233 | 1,781,988 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,346,043 | 1,728,439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,076,794 | 1,653,253 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,558,683 | 1,438,308 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,842,837 | 1,341,733 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,473,221 | 1,182,123 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,265,778 | 1,087,971 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,120,434 | 995,274 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,101,112 | 824,764 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,070,191 | 827,545 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,772,395 | 751,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,947,014 | 660,005 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,502,399 | 647,586 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,653,736 | 590,620 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,090,087 | 618,369 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $16,900 | 5,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $959,808 | 291,735 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,300,274 | 635,435 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $253,629 | 64,867 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,009,469 | 294,306 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $839,116 | 275,120 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $412,744 | 223,105 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $436,499 | 181,120 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $329,500 | 140,213 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||