Hoxton Planning & Management, LLC

Position in SAN — Banco Santander, S.A.

CIK 1954782 SHEPHERDSTOWN, WV

Position in SAN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$334,098

+$61,010 QoQ

Shares Held

24,210

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#332

of 656 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $2,830,551 across 6 Banks - Diversified names. SAN ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,897	$1,275,605
2	BAC	Bank Of America Corp /De/	7,515	$428,204
3	SAN	Banco Santander, S.A. This page	24,210	$334,098
4	HSBC	Hsbc Holdings PLC	2,823	$268,439
5	WFC	Wells Fargo & Company/Mn	3,227	$266,679
6	C	Citigroup Inc	1,840	$257,526

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,098	24,210	0.0%	Shares	Sole	2026-07-16
2026-03-31	$273,088	24,210	-6.4%	Shares	Sole	2026-04-20
2025-12-31	$303,372	25,863	0.0%	Shares	Sole	2026-02-11
2025-09-30	$271,044	25,863	+105.5%	Shares	Sole	2025-10-27
2025-06-30	$104,447	12,584	0.0%	Shares	Sole	2025-08-06
2025-03-31	$84,312	12,584	0.0%	Shares	Sole	2025-05-08
2024-12-31	$57,383	12,584	0.0%	Shares	Sole	2025-09-08
2024-09-30	$64,178	12,584	0.0%	Shares	Sole	2024-10-08
2024-06-30	$58,263	12,584	0.0%	Shares	Sole	2024-07-19
2024-03-31	$60,906	12,584	0.0%	Shares	Sole	2024-04-12
2023-12-31	$52,097	12,584	0.0%	Shares	Sole	2024-01-30
2023-09-30	$47,315	12,584	0.0%	Shares	Sole	2023-10-27
2023-06-30	$46,686	12,584	0.0%	Shares	Sole	2023-07-20
2023-03-31	$46,434	12,584	0.0%	Shares	Sole	2023-05-15
2022-12-31	$37,122	12,584	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.