Position in SAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,461,775
+$2,694,092 QoQ
Shares Held
975,491
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#48
of 656 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 7%
Shared 27%
None 66%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. SAN ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,130,829 | $697,484,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,215,750 | $240,213,433 | |
| 3 | C |
Citigroup Inc
|
1,099,020 | $153,818,838 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,224,833 | $101,220,197 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
147,683 | $21,356,437 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
748,920 | $14,896,017 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
975,491 | $13,461,775 | |
| 8 | UBS |
UBS Group AG
|
245,469 | $12,165,442 |
All Filings in SAN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,461,775 | 975,491 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $10,767,683 | 954,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,562,688 | 900,485 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,874,717 | 942,244 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,028,531 | 846,811 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,466,087 | 815,834 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,795,394 | 613,025 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,408,549 | 668,343 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,099,589 | 453,475 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,948,726 | 609,241 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,534,470 | 370,645 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,057,932 | 281,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,217,666 | 328,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,247,732 | 338,139 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $889,702 | 301,594 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $602,759 | 259,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $383,978 | 137,135 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $91,030 | 26,932 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $141,015 | 42,862 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $73,770 | 24,187 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $40,346 | 21,809 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $47,293 | 19,624 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||