Position in SAN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$87,202,205
-$18,177,428 QoQ
Shares Held
7,730,692
-13.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 97.90589251259783.ToString("F0")%
Shared 0.ToString("F0")%
None 2.094107487402163.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Clearbridge Investments, LLC holds $2,977,748,016 across 15 Banks - Diversified names. SAN ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,315,350 | $1,269,403,355 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,911,597 | $629,440,353 | |
| 3 | RY |
Royal Bank Of Canada
|
1,380,387 | $223,319,008 | |
| 4 | TD |
Toronto Dominion Bank
|
1,835,518 | $171,272,184 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,132,160 | $153,226,534 | |
| 6 | BNS |
Bank Of Nova Scotia
|
1,977,993 | $137,094,694 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,539,807 | $127,018,679 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,953,108 | $117,994,242 |
All Filings in SAN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||