Position in SAN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$213,596
+$30,082 QoQ
Shares Held
15,478
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#397
of 656 holders
Holding Since
Sep 2022
5 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. SAN ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
This page
|
15,478 | $213,596 |
All Filings in SAN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,596 | 15,478 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $183,514 | 16,269 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $210,119 | 17,913 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $186,973 | 17,841 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $28,981 | 12,492 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||