Position in SAN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$814,006
+$148,644 QoQ
Shares Held
58,986
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#224
of 656 holders
Holding Since
Mar 2026
2 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, 2026Focused Wealth Management, Inc holds $19,627,571 across 6 Banks - Diversified names. SAN ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
50,339 | $7,045,446 | |
| 2 | BAC |
Bank Of America Corp /De/
|
93,466 | $5,325,692 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
15,973 | $5,228,442 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,675 | $964,822 | |
| 5 | SAN |
Banco Santander, S.A.
This page
|
58,986 | $814,006 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,723 | $249,163 |
All Filings in SAN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,006 | 58,986 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $665,362 | 58,986 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||