Position in SAN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,449
New position
Shares Held
105
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 656 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $1,700,340 across 6 Banks - Diversified names. SAN ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,456 | $1,131,252 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,286 | $415,156 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
870 | $100,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
442 | $36,526 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 6 | SAN |
Banco Santander, S.A.
This page
|
105 | $1,449 |
All Filings in SAN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449 | 105 | Shares | Other | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||