Position in SAN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$672,763
+$106,474 QoQ
Shares Held
48,751
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#239
of 655 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. SAN ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,847 | $53,959,368 | |
| 2 | BAC |
Bank Of America Corp /De/
|
203,285 | $11,583,179 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
62,339 | $5,151,694 | |
| 4 | C |
Citigroup Inc
|
36,170 | $5,062,353 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,341 | $3,519,952 | |
| 6 | RY |
Royal Bank Of Canada
|
5,717 | $1,183,247 | |
| 7 | BCS |
Barclays PLC
|
31,952 | $858,230 | |
| 8 | SAN |
Banco Santander, S.A.
This page
|
48,751 | $672,763 |
All Filings in SAN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,763 | 48,751 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $566,289 | 50,203 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $987,642 | 84,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $761,162 | 72,630 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $379,160 | 45,682 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $313,606 | 46,807 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $397,057 | 87,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $393,281 | 77,114 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $322,470 | 69,648 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $250,242 | 51,703 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $169,611 | 40,969 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $135,386 | 36,007 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||