Position in SAN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$84,387
+$18,095 QoQ
Shares Held
6,115
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#497
of 656 holders
Holding Since
Sep 2025
4 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, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. SAN ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
6,115 | $84,387 |
All Filings in SAN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,387 | 6,115 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $66,292 | 5,877 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $30,239 | 2,578 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,478 | 2,622 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||