Position in SAN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,588,831
+$627,532 QoQ
Shares Held
332,524
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#89
of 656 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $281,145,245 across 13 Banks - Diversified names. SAN ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
499,797 | $163,598,552 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
773,121 | $63,890,719 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
708,357 | $17,751,426 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
102,153 | $9,713,728 | |
| 5 | BAC |
Bank Of America Corp /De/
|
167,257 | $9,530,303 | |
| 6 | SAN |
Banco Santander, S.A.
This page
|
332,524 | $4,588,831 | |
| 7 | C |
Citigroup Inc
|
29,836 | $4,175,846 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
16,020 | $2,316,652 |
All Filings in SAN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,588,831 | 332,524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,961,299 | 351,179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,365,612 | 372,175 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,632,200 | 346,584 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,761,385 | 332,697 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,661,774 | 248,026 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,284,369 | 281,660 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,450,746 | 284,460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,280,032 | 276,465 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,313,629 | 271,411 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,333,108 | 322,007 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,213,731 | 322,801 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,255,694 | 338,462 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,279,437 | 346,731 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $988,606 | 335,121 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $670,074 | 288,825 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $670,124 | 239,330 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||