Position in SAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,165,643
+$1,257,011 QoQ
Shares Held
374,322
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 656 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,422,377,196 across 18 Banks - Diversified names. SAN ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,913,920 | $953,813,433 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,345,544 | $190,629,097 | |
| 3 | C |
Citigroup Inc
|
577,512 | $80,828,579 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
833,739 | $68,900,190 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
293,710 | $42,473,403 | |
| 6 | RY |
Royal Bank Of Canada
|
184,927 | $38,274,341 | |
| 7 | BCS |
Barclays PLC
|
369,624 | $9,928,100 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
349,345 | $6,948,472 |
All Filings in SAN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,165,643 | 374,322 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,908,632 | 346,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,563,198 | 303,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,617,746 | 249,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,438,655 | 173,332 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,832 | 71,169 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $196,362 | 43,062 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $171,456 | 33,619 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||