Position in SAN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,585,764
+$500,899 QoQ
Shares Held
259,838
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 217 holders
Holding Since
Mar 2020
20 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. SAN ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
259,838 | $3,585,764 |
All Filings in SAN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,585,764 | 259,838 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,084,865 | 273,481 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,470,830 | 210,642 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,163,711 | 206,461 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,442,830 | 173,835 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $846,672 | 126,369 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $595,134 | 130,512 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $635,954 | 124,697 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $574,934 | 124,176 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $591,118 | 122,132 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $485,179 | 117,193 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $420,439 | 111,819 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $407,873 | 109,939 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $364,217 | 98,704 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $281,037 | 95,267 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $129,103 | 55,648 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $144,068 | 51,453 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $159,018 | 47,047 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $81,901 | 24,894 | Shares | Sole | 2022-02-22 | |
| 2020-03-31 | $44,093 | 18,763 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||