Waterfront Wealth Inc.

Position in SAN — Banco Santander, S.A.

CIK 1775210 OVERLAND PARK, KS

Position in SAN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$519,846

+$94,974 QoQ

Shares Held

37,670

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#271

of 655 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $6,436,807 across 4 Banks - Diversified names. SAN ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,082	$2,645,481
2	C	Citigroup Inc	15,949	$2,232,222
3	BAC	Bank Of America Corp /De/	18,239	$1,039,258
4	SAN	Banco Santander, S.A. This page	37,670	$519,846

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,846	37,670	+0.0%	Shares	Sole	2026-07-30
2026-03-31	$424,872	37,666	0.0%	Shares	Sole	2026-04-30
2025-12-31	$441,822	37,666	-53.8%	Shares	Sole	2026-01-27
2025-09-30	$854,612	81,547	-62.3%	Shares	Sole	2025-11-06
2025-06-30	$1,796,817	216,484	-2.0%	Shares	Sole	2025-08-04
2025-03-31	$1,479,567	220,831	-7.6%	Shares	Sole	2025-04-25
2024-12-31	$1,090,277	239,096	-1.2%	Shares	Sole	2025-02-03
2024-09-30	$1,234,812	242,120	-0.7%	Shares	Sole	2024-10-31
2024-06-30	$1,128,868	243,816	+0.0%	Shares	Sole	2024-08-01
2024-03-31	$1,179,880	243,777	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$1,007,021	243,242	-0.8%	Shares	Sole	2024-01-31
2023-09-30	$921,737	245,143	+2.1%	Shares	Sole	2023-11-09
2023-06-30	$890,993	240,160	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$893,913	242,253	+19.8%	Shares	Sole	2023-04-19
2022-12-31	$596,755	202,290	-1.0%	Shares	Sole	2023-01-31
2022-09-30	$474,228	204,409	+0.8%	Shares	Sole	2022-11-02
2022-06-30	$567,960	202,843	+4.6%	Shares	Sole	2022-07-25
2022-03-31	$655,439	193,917	+4.3%	Shares	Sole	2022-05-13
2021-12-31	$611,867	185,978	+93.8%	Shares	Sole	2022-02-14
2021-09-30	$347,342	95,951	+0.6%	Shares	Sole	2021-11-02
2021-06-30	$372,795	95,344	+2.2%	Shares	Sole	2021-08-04
2021-03-31	$320,121	93,330	0.0%	Shares	Sole	2021-04-23
2020-12-31	$284,656	93,330	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.