Position in SAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$178,543
+$32,604 QoQ
Shares Held
12,938
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 656 holders
Holding Since
Dec 2025
3 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, 2026Curated Wealth Partners LLC holds $3,879,343 across 5 Banks - Diversified names. SAN ranks #5 (4.6% of the industry book) .
All Filings in SAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,543 | 12,938 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $145,939 | 12,938 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $151,762 | 12,938 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||