OneDigital Investment Advisors LLC
Position in SAN — Banco Santander, S.A.
CIK 1690370
OVERLAND PARK, KS
Position in SAN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,288,492
+$260,343 QoQ
Shares Held
93,369
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#178
of 656 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. SAN ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
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|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in SAN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,492 | 93,369 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,028,149 | 91,148 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $947,619 | 80,786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $966,497 | 92,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,063 | 40,610 | Shares | Sole | 2025-08-07 | |
| 2023-03-31 | $521,341 | 141,285 | Shares | Sole | 2023-05-10 | |
| 2020-06-30 | $33,848 | 14,045 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $33,005 | 14,045 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||