Position in SAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,520
+$1,008 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 656 holders
Holding Since
Dec 2021
19 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, 2026Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. SAN ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
123,143 | $40,308,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,025 | $1,254,984 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
22,288 | $558,537 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,927 | $240,317 | |
| 5 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 6 | C |
Citigroup Inc
|
431 | $60,322 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
267 | $38,610 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
400 | $5,520 |
All Filings in SAN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,520 | 400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,512 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,692 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,192 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,320 | 400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,680 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,790 | 612 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,932 | 575 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,852 | 400 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,936 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,656 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,504 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,484 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,476 | 400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,180 | 400 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $928 | 400 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,120 | 400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,352 | 400 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,316 | 400 | Shares | Sole | 2022-03-28 | |
| No filing history on record for this holder in this stock. | ||||||