SYM FINANCIAL Corp

Position in SAN — Banco Santander, S.A.

CIK 764739 WINONA LAKE, IN

Position in SAN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$548,550

+$151,461 QoQ

Shares Held

39,750

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#263

of 656 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SYM FINANCIAL Corp holds $9,705,148 across 13 Banks - Diversified names. SAN ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,784	$3,857,256
2	WFC	Wells Fargo & Company/Mn	11,096	$916,973
3	C	Citigroup Inc	6,480	$906,940
4	BAC	Bank Of America Corp /De/	11,044	$629,287
5	HSBC	Hsbc Holdings PLC	6,136	$583,472
6	SAN	Banco Santander, S.A. This page	39,750	$548,550
7	MUFG	Mitsubishi Ufj Financial Group Inc	25,296	$503,137
8	BCS	Barclays PLC	14,113	$379,075

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,550	39,750	+12.9%	Shares	Sole	2026-08-04
2026-03-31	$397,089	35,203	+0.3%	Shares	Sole	2026-05-08
2025-12-31	$411,875	35,113	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$365,353	34,862	+3.6%	Shares	Sole	2025-11-03
2025-06-30	$279,253	33,645	+24.5%	Shares	Sole	2025-08-01
2025-03-31	$181,040	27,021	+32.3%	Shares	Sole	2025-05-06
2024-12-31	$93,147	20,427	-0.1%	Shares	Sole	2025-01-24
2024-09-30	$104,320	20,455	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$94,771	20,469	+78.5%	Shares	Sole	2024-08-08
2024-03-31	$55,490	11,465	+11.6%	Shares	Sole	2024-05-06
2023-12-31	$42,546	10,277	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.