Position in SAN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$208,462
-$151,663 QoQ
Shares Held
15,106
-52.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#399
of 656 holders
Holding Since
Dec 2025
3 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, 2026Carter Financial Group, INC. holds $3,215,429 across 9 Banks - Diversified names. SAN ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
2,407 | $498,176 | |
| 2 | TD |
Toronto Dominion Bank
|
3,993 | $484,869 | |
| 3 | C |
Citigroup Inc
|
3,454 | $483,421 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,746 | $451,297 | |
| 5 | BAC |
Bank Of America Corp /De/
|
5,874 | $334,700 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
970 | $317,510 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,056 | $236,440 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
15,106 | $208,462 |
All Filings in SAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,462 | 15,106 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $360,125 | 31,926 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $367,008 | 31,288 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||