Position in SAN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$375,249
+$14,235 QoQ
Shares Held
27,192
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#312
of 656 holders
Holding Since
Jun 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. SAN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,590 | $44,710,004 | |
| 2 | BAC |
Bank Of America Corp /De/
|
251,375 | $14,323,347 | |
| 3 | C |
Citigroup Inc
|
54,356 | $7,607,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
57,863 | $4,781,798 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
23,446 | $3,390,526 | |
| 6 | RY |
Royal Bank Of Canada
|
4,414 | $913,565 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
27,192 | $375,249 |
All Filings in SAN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,249 | 27,192 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $361,014 | 30,777 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $335,056 | 31,971 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $99,658 | 12,007 | Shares | Sole | 2025-07-28 | |
| 2022-06-30 | $29,019 | 10,364 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||