Position in SAN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$168,387
-$104,600 QoQ
Shares Held
12,202
-49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#438
of 655 holders
Holding Since
Mar 2021
19 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. SAN ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
This page
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in SAN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,387 | 12,202 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $272,987 | 24,201 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $283,173 | 24,141 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $252,997 | 24,141 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $200,370 | 24,141 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $161,744 | 24,141 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $110,082 | 24,141 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $143,723 | 28,181 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $173,564 | 37,487 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $55,597 | 11,487 | Shares | Sole | 2024-04-24 | |
| 2023-03-31 | $42,387 | 11,487 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $43,503 | 14,747 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $146,508 | 63,150 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $26,331 | 9,404 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $28,054 | 8,300 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $23,030 | 7,000 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $101,251 | 27,970 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $98,105 | 25,091 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $116,925 | 34,089 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||