TRUST POINT INC.

Position in SAN — Banco Santander, S.A.

CIK 1635633 LA CROSSE, WI

Position in SAN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$846,726

+$131,168 QoQ

Shares Held

61,357

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#220

of 656 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. SAN ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc	49,093	$976,459
6	SAN	Banco Santander, S.A. This page	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$846,726	61,357	-3.3%	Shares	Sole	2026-07-08
2026-03-31	$715,558	63,436	+22.3%	Shares	Sole	2026-04-15
2025-12-31	$608,528	51,878	+23.7%	Shares	Sole	2026-01-13
2025-09-30	$439,405	41,928	+18.6%	Shares	Sole	2025-10-10
2025-06-30	$293,363	35,345	+14.0%	Shares	Sole	2025-07-10
2025-03-31	$207,653	30,993	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$141,186	30,962	+23.6%	Shares	Sole	2025-01-24
2024-09-30	$127,729	25,045	+35.5%	Shares	Sole	2024-10-17
2024-06-30	$85,567	18,481	-12.4%	Shares	Sole	2024-07-24
2024-03-31	$102,085	21,092	+13.9%	Shares	Sole	2024-04-19
2023-12-31	$76,676	18,521	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.