Position in SAN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$526,180
+$98,274 QoQ
Shares Held
38,129
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#270
of 656 holders
Holding Since
Mar 2021
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, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. SAN ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in SAN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,180 | 38,129 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $427,906 | 37,935 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $513,598 | 43,785 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $450,598 | 42,996 | Shares | Defined | 2025-11-07 | |
| 2021-09-30 | $83,933 | 23,186 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $88,444 | 22,620 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $78,749 | 22,959 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||