Marks Group Wealth Management, Inc

Position in SAN — Banco Santander, S.A.

CIK 1802473 MINNETONKA, MN

Position in SAN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$950,695

-$329,426 QoQ

Shares Held

68,891

-39.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#203

of 656 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 4% Shared 96% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. SAN ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,463	$7,025,483
2	WFC	Wells Fargo & Company/Mn	38,680	$3,196,514
3	SAN	Banco Santander, S.A. This page	68,891	$950,695
4	MUFG	Mitsubishi Ufj Financial Group Inc	35,541	$706,910
5	HSBC	Hsbc Holdings PLC	7,297	$693,871
6	BAC	Bank Of America Corp /De/	7,922	$451,395
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,644	$392,037
8	UBS	UBS Group AG	6,941	$343,995

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,695	68,891	-39.3%	Shares	Sole	2026-07-28
2026-03-31	$1,280,121	113,486	-13.1%	Shares	Other	2026-05-05
2025-12-31	$1,532,606	130,657	+5.4%	Shares	Other	2026-02-11
2025-09-30	$1,299,247	123,974	+1048.8%	Shares	Other	2025-11-10
2025-06-30	$89,573	10,792	-60.9%	Shares	Other	2025-07-22
2022-06-30	$77,243	27,587	0.0%	Shares	Other	2022-08-09
2022-03-31	$93,243	27,587	0.0%	Shares	Other	2022-05-10
2021-12-31	$90,760	27,587	+2.9%	Shares	Sole	2022-03-03
2021-09-30	$97,070	26,815	0.0%	Shares	Other	2021-11-15
2021-06-30	$104,846	26,815	0.0%	Shares	Other	2021-08-10
2021-03-31	$91,975	26,815	-15.5%	Shares	Other	2021-05-17
2020-12-31	$96,736	31,717	+4.3%	Shares	Other	2021-02-08
2020-09-30	$56,234	30,397	0.0%	Shares	Other	2020-11-10
2020-06-30	$73,256	30,397	—	Shares	Other	2020-08-10
No filing history on record for this holder in this stock.