Position in SAN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$107,360,508
+$20,158,303 QoQ
Shares Held
7,779,747
+0.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#16
of 656 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearbridge Investments, LLC holds $3,435,601,536 across 15 Banks - Diversified names. SAN ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,174,142 | $1,366,321,900 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,003,595 | $683,964,843 | |
| 3 | RY |
Royal Bank Of Canada
|
1,262,862 | $261,374,548 | |
| 4 | TD |
Toronto Dominion Bank
|
1,746,571 | $212,086,115 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,153,825 | $203,880,877 | |
| 6 | UBS |
UBS Group AG
|
3,295,070 | $163,303,669 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,813,747 | $157,505,789 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,723,173 | $113,833,910 |
All Filings in SAN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,360,508 | 7,779,747 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $87,202,205 | 7,730,692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $105,379,633 | 8,983,771 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $95,723,272 | 9,133,900 | Shares | Sole | 2025-11-13 | |
| 2021-06-30 | $8,530,482 | 2,181,709 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,188,501 | 2,095,773 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,508,398 | 2,133,901 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,701,699 | 1,460,378 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,444,919 | 1,844,365 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,453,339 | 2,320,570 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||