Position in SAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,908,632
+$345,434 QoQ
Shares Held
346,510
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 17.209073526469084.ToString("F0")%
Shared 0.ToString("F0")%
None 82.79092647353092.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. SAN ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,107,487 | $914,098,375 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,483,781 | $169,834,323 | |
| 3 | C |
Citigroup Inc
|
709,877 | $80,507,150 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
725,628 | $57,767,245 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
349,135 | $41,417,885 | |
| 6 | RY |
Royal Bank Of Canada
|
198,124 | $32,052,500 | |
| 7 | BCS |
Barclays PLC
|
352,123 | $7,450,922 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
324,017 | $5,498,568 |
All Filings in SAN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-05-29 | |
| 2024-09-30 | $171,456 | 33,619 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||