Position in SAN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$923,178
+$579,127 QoQ
Shares Held
66,897
+119.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#208
of 656 holders
Holding Since
Jun 2021
20 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, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. SAN ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
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|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in SAN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,178 | 66,897 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $344,051 | 30,501 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $645,736 | 55,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $515,469 | 49,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,234 | 48,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $133,263 | 19,890 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $171,501 | 37,610 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $196,732 | 38,575 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $131,950 | 28,499 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $137,935 | 28,499 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $117,985 | 28,499 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $107,156 | 28,499 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $105,731 | 28,499 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $105,161 | 28,499 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $66,613 | 22,581 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $54,776 | 19,563 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $294,137 | 87,023 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,779 | 19,386 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $324,015 | 89,507 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $356,111 | 91,077 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||