Position in SAN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$203,936
+$36,124 QoQ
Shares Held
14,778
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#402
of 656 holders
Holding Since
Mar 2025
6 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, 2026Everhart Financial Group, Inc. holds $14,891,173 across 7 Banks - Diversified names. SAN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,883 | $9,126,942 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,011 | $2,507,746 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,180 | $1,915,595 | |
| 4 | C |
Citigroup Inc
|
3,470 | $485,661 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,021 | $436,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,255 | $214,427 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
14,778 | $203,936 |
All Filings in SAN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,936 | 14,778 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $167,812 | 14,877 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $139,352 | 11,880 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $121,756 | 11,618 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $88,826 | 10,702 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $78,048 | 11,649 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||