Position in SAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,865
+$395 QoQ
Shares Held
425
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 656 holders
Holding Since
Mar 2026
2 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, 2026HighMark Wealth Management LLC holds $6,610,553 across 8 Banks - Diversified names. SAN ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
68,644 | $5,672,740 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
9,008 | $856,570 | |
| 3 | BAC |
Bank Of America Corp /De/
|
995 | $56,695 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
30 | $9,819 | |
| 5 | SAN |
Banco Santander, S.A.
This page
|
425 | $5,865 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
255 | $5,071 | |
| 7 | BCS |
Barclays PLC
|
110 | $2,954 | |
| 8 | C |
Citigroup Inc
|
6 | $839 |
All Filings in SAN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,865 | 425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,470 | 485 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||