Position in SAN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$908,329
+$166,557 QoQ
Shares Held
65,821
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#210
of 655 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $10,342,005 across 4 Banks - Diversified names. SAN ranks #4 (8.8% of the industry book) .
All Filings in SAN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,329 | 65,821 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $741,772 | 65,760 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $769,159 | 65,572 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $677,825 | 64,678 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $536,827 | 64,678 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $425,818 | 63,555 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $291,634 | 63,955 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||