Position in SAN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$632,467
+$113,926 QoQ
Shares Held
45,831
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#246
of 656 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. SAN ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
261,453 | $85,581,410 | |
| 2 | BAC |
Bank Of America Corp /De/
|
260,750 | $14,857,534 | |
| 3 | C |
Citigroup Inc
|
28,418 | $3,977,382 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
19,864 | $2,872,533 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
31,186 | $2,577,210 | |
| 6 | SAN |
Banco Santander, S.A.
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|
45,831 | $632,467 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
31,016 | $616,907 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,289 | $502,930 |
All Filings in SAN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,467 | 45,831 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $518,541 | 45,970 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $539,227 | 45,970 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $460,741 | 43,964 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $364,901 | 43,964 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $294,558 | 43,964 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $200,475 | 43,964 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $238,485 | 46,762 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $216,507 | 46,762 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $226,327 | 46,762 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $193,594 | 46,762 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||