Position in SAN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$288,323
+$52,650 QoQ
Shares Held
20,893
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#353
of 656 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fulcrum Equity Management holds $2,688,781 across 6 Banks - Diversified names. SAN ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,757 | $1,229,778 | |
| 2 | RY |
Royal Bank Of Canada
|
1,855 | $383,929 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,352 | $318,741 | |
| 4 | SAN |
Banco Santander, S.A.
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|
20,893 | $288,323 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,109 | $242,535 | |
| 6 | C |
Citigroup Inc
|
1,611 | $225,475 |
All Filings in SAN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,323 | 20,893 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $235,673 | 20,893 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $245,074 | 20,893 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $156,854 | 14,967 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $124,226 | 14,967 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $100,278 | 14,967 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $64,724 | 14,194 | Shares | Sole | 2025-03-24 | |
| No filing history on record for this holder in this stock. | ||||||