Position in SAN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,989
+$78,219 QoQ
Shares Held
17,463
+21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#373
of 656 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Wealth Group, LLC holds $45,842,333 across 9 Banks - Diversified names. SAN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,277 | $18,748,480 | |
| 2 | BAC |
Bank Of America Corp /De/
|
304,350 | $17,341,863 | |
| 3 | C |
Citigroup Inc
|
52,619 | $7,364,555 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,233 | $845,655 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,239 | $468,391 | |
| 6 | BCS |
Barclays PLC
|
14,194 | $381,250 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
17,463 | $240,989 | |
| 8 | ING |
Ing Groep NV
|
7,201 | $225,967 |
All Filings in SAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,989 | 17,463 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $162,770 | 14,430 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $139,809 | 11,919 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||