Position in SAN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,961,299
-$404,313 QoQ
Shares Held
351,179
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.3385737757667742.ToString("F0")%
Shared 0.ToString("F0")%
None 99.66142622423322.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. SAN ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
492,565 | $144,892,920 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,100,749 | $87,630,627 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
610,642 | $13,226,505 | |
| 4 | BAC |
Bank Of America Corp /De/
|
196,008 | $9,555,390 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
67,698 | $5,584,408 | |
| 6 | SAN |
Banco Santander, S.A.
This page
|
351,179 | $3,961,299 | |
| 7 | C |
Citigroup Inc
|
29,064 | $3,296,148 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
17,024 | $2,019,557 |
All Filings in SAN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||