Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

SAN holding history

Banco Santander, S.A. in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAN overviewAll 13F holders of SANFull Q2 2026 holdings

Shares (Q2 2026)
17,958
Value
$247.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SAN by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,958$247.8K<0.1%−2,241−11.1%ReducedHolders
Q1 202620,199$227.8K<0.1%+1,176+6.2%AddedHolders
Q4 202519,023$223.1K<0.1%−1,109−5.5%ReducedHolders
Q3 202520,132$211.0K<0.1%+4,303+27.2%AddedHolders
Q2 202515,829$131.4K<0.1%+3,685+30.3%AddedHolders
Q1 202512,144$81.4K<0.1%−2,231−15.5%ReducedHolders
Q4 202414,375$65.6K<0.1%+14,375NewHolders
Q3 20240$00.0%−14,228−100.0%Sold outHolders
Q2 202414,228$65.9K<0.1%−1,502−9.5%ReducedHolders
Q1 202415,730$76.1K<0.1%00.0%UnchangedHolders
Q4 202315,730$65.1K<0.1%−194−1.2%ReducedHolders
Q3 202315,924$59.9K<0.1%−675−4.1%ReducedHolders
Q2 202316,599$61.6K<0.1%00.0%UnchangedHolders
Q1 202316,599$61.3K<0.1%00.0%UnchangedHolders
Q4 202216,599$49.0K<0.1%+3,479+26.5%AddedHolders
Q3 202213,120$30.0K<0.1%−4,310−24.7%ReducedHolders
Q2 202217,430$49.0K<0.1%+530+3.1%AddedHolders
Q1 202216,900$57.0K<0.1%+1,349+8.7%AddedHolders
Q4 202115,551$51.0K<0.1%−6,973−31.0%ReducedHolders
Q3 202122,524$82.0K<0.1%−2,424−9.7%ReducedHolders
Q2 202124,948$98.0K<0.1%00.0%UnchangedHolders
Q1 202124,948$86.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.