Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
SAN holding history
Banco Santander, S.A. in every 13F filed by Summit Financial, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q1 2026 | 15,000 | $169.2K | <0.1% | +212+1.4% | Added | Holders |
| Q4 2025 | 14,788 | $173.5K | <0.1% | +55+0.4% | Added | Holders |
| Q3 2025 | 14,733 | $154.4K | <0.1% | −36−0.2% | Reduced | Holders |
| Q2 2025 | 14,769 | $122.6K | <0.1% | +1,793+13.8% | Added | Holders |
| Q1 2025 | 12,976 | $86.9K | <0.1% | −5,089−28.2% | Reduced | Holders |
| Q4 2024 | 18,065 | $82.4K | <0.1% | +18,065 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −10,571−100.0% | Sold out | Holders |
| Q4 2022 | 10,571 | $31.2K | <0.1% | −1,764−14.3% | Reduced | Holders |
| Q3 2022 | 12,335 | $28.6K | <0.1% | +12,335 | New | Holders |