LifeGoal Investments, LLC

Position in SAN — Banco Santander, S.A.

CIK 2054684 SARATOGA SPRINGS, NY

Position in SAN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$142,816

+$16,244 QoQ

Shares Held

10,349

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#480

of 656 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LifeGoal Investments, LLC holds $1,471,818 across 4 Banks - Diversified names. SAN ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,243	$734,201
2	BAC	Bank Of America Corp /De/	5,789	$329,857
3	C	Citigroup Inc	1,893	$264,944
4	SAN	Banco Santander, S.A. This page	10,349	$142,816

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,816	10,349	-7.8%	Shares	Sole	2026-07-08
2026-03-31	$126,572	11,221	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.