Position in SAN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$236,104
+$215,680 QoQ
Shares Held
17,109
+282.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#378
of 656 holders
Holding Since
Mar 2020
15 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. SAN ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
17,109 | $236,104 |
All Filings in SAN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,104 | 17,109 | Shares | Sole | 2026-07-07 | |
| 2024-12-31 | $20,424 | 4,479 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,830 | 2,908 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,464 | 2,908 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,052 | 4,143 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $7 | 2 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7 | 2 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5 | 2 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4 | 2 | Shares | Sole | 2022-10-26 | |
| 2021-09-30 | $3,341 | 923 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,288 | 841 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,884 | 841 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,303 | 1,083 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,920 | 1,038 | Shares | Sole | 2020-10-20 | |
| 2020-03-31 | $1,729 | 736 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||