Position in SAN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,425,863
+$3,275,227 QoQ
Shares Held
248,251
+1833.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#110
of 656 holders
Holding Since
Mar 2025
5 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, 2026NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. SAN ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,880 | $9,125,960 | |
| 2 | SAN |
Banco Santander, S.A.
This page
|
248,251 | $3,425,863 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,676 | $2,032,818 | |
| 4 | C |
Citigroup Inc
|
10,364 | $1,450,545 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,670 | $648,489 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,376 | $526,912 | |
| 7 | BNS |
Bank Of Nova Scotia
|
4,288 | $372,369 | |
| 8 | RY |
Royal Bank Of Canada
|
1,353 | $280,030 |
All Filings in SAN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,425,863 | 248,251 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $150,636 | 12,842 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,010,842 | 382,714 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $4,679,805 | 563,832 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $4,279,604 | 638,747 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||