Position in SAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,378,717
+$5,362,523 QoQ
Shares Held
1,452,014
+54.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.03953129928499312.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96046870071501.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $985,185,187 across 7 Banks - Diversified names. SAN ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,873,074 | $845,143,447 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
234,353 | $31,717,335 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,698,895 | $28,830,248 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,305,755 | $25,788,661 | |
| 5 | BCS |
Barclays PLC
|
906,223 | $19,175,678 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
838,001 | $18,151,101 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
1,452,014 | $16,378,717 |
All Filings in SAN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,378,717 | 1,452,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,016,194 | 939,147 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,241,844 | 500,176 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,153,053 | 379,886 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,537,732 | 378,766 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,928,729 | 422,967 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,981,936 | 388,615 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,670,059 | 360,704 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $1,423,671 | 294,147 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $385,073 | 93,013 | Shares | Other | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||