Position in SAN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$33,768
+$11,524 QoQ
Shares Held
2,447
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#529
of 656 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,048,115 across 18 Banks - Diversified names. SAN ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,063 | $1,329,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,741 | $270,142 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,113 | $91,978 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
531 | $50,492 | |
| 6 | UBS |
UBS Group AG
|
801 | $39,697 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
2,447 | $33,768 | |
| 8 | ING |
Ing Groep NV
|
761 | $23,880 |
All Filings in SAN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,768 | 2,447 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $22,244 | 1,972 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,812 | 1,007 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,786 | 743 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||