Position in SAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,790
+$74,506 QoQ
Shares Held
23,608
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 656 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. SAN ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
This page
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in SAN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,790 | 23,608 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,284 | 22,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $254,458 | 21,693 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $398,585 | 38,033 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $166,581 | 20,070 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $98,670 | 14,727 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $70,648 | 15,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,424 | 14,593 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $81,761 | 17,659 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $114,412 | 23,639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $97,865 | 23,639 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $88,882 | 23,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $87,700 | 23,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $157,872 | 42,784 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||