Position in SAN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$401,055
+$242,617 QoQ
Shares Held
29,062
+106.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#309
of 656 holders
Holding Since
Sep 2025
4 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, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. SAN ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
29,062 | $401,055 |
All Filings in SAN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,055 | 29,062 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $158,438 | 14,046 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $148,759 | 12,682 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $133,200 | 12,710 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||