Position in SAN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$19,020,414
+$887,406 QoQ
Shares Held
1,686,207
+9.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23.00281044972533.ToString("F0")%
Shared 0.ToString("F0")%
None 76.99718955027467.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. SAN ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,390,938 | $1,585,798,322 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,659,709 | $422,160,813 | |
| 3 | C |
Citigroup Inc
|
2,232,638 | $253,203,475 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,865,275 | $228,104,542 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,368 | $95,422,175 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
289,549 | $39,187,561 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
377,367 | $31,129,003 | |
| 8 | RY |
Royal Bank Of Canada
|
169,890 | $27,484,804 |
All Filings in SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,020,414 | 1,686,207 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,133,008 | 1,545,866 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,209,990 | 1,451,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,568,429 | 911,859 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,947,727 | 589,213 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,569,765 | 563,545 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,716,458 | 532,639 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,400,946 | 518,563 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,079,365 | 429,621 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,237,768 | 298,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,069,422 | 284,421 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $955,562 | 257,564 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $953,927 | 258,517 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $762,017 | 258,311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $617,365 | 266,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $740,020 | 264,293 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $823,236 | 243,561 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $680,039 | 206,699 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $747,855 | 206,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $930,908 | 238,084 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $654,042 | 190,683 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $602,969 | 197,695 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $366,100 | 197,892 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $483,819 | 200,755 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $472,968 | 201,263 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||