Position in SAN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,584,179
+$802,819 QoQ
Shares Held
332,187
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 656 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. SAN ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in SAN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,584,179 | 332,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,781,360 | 335,227 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,561,309 | 474,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,329,651 | 222,295 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,069,114 | 128,809 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $740,604 | 110,538 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $464,723 | 101,913 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $453,757 | 88,972 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $366,126 | 79,077 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $314,111 | 64,899 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $188,999 | 45,652 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $143,128 | 38,066 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $134,327 | 36,207 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $118,744 | 32,180 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $93,476 | 31,687 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $40,156 | 17,309 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $44,186 | 15,781 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $35,239 | 10,426 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||