Position in SAN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$174,004
+$33,913 QoQ
Shares Held
12,609
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#434
of 656 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. SAN ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,948 | $4,892,928 | |
| 2 | BAC |
Bank Of America Corp /De/
|
36,416 | $2,074,983 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,054 | $913,502 | |
| 4 | RY |
Royal Bank Of Canada
|
3,478 | $719,841 | |
| 5 | C |
Citigroup Inc
|
4,577 | $640,596 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,506 | $217,782 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
12,609 | $174,004 |
All Filings in SAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,004 | 12,609 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $140,091 | 11,943 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $127,698 | 12,185 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||