Position in SAN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,941,097
+$378,837 QoQ
Shares Held
703,998
+9.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $802,767,070 across 18 Banks - Diversified names. SAN ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,417,978 | $417,112,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,066,180 | $100,726,275 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,021,817 | $81,346,851 | |
| 4 | C |
Citigroup Inc
|
605,729 | $68,695,725 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
394,578 | $46,808,788 | |
| 6 | RY |
Royal Bank Of Canada
|
77,412 | $12,523,713 | |
| 7 | TD |
Toronto Dominion Bank
|
93,187 | $8,695,278 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
392,141 | $8,493,774 |
All Filings in SAN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,941,097 | 703,998 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,562,260 | 644,694 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,404,799 | 611,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,593,442 | 312,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $752,584 | 112,326 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $513,939 | 112,706 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $400,696 | 78,568 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $385,766 | 83,319 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $350,469 | 72,411 | Shares | Sole | 2024-05-24 | |
| 2022-03-31 | $35,381 | 10,468 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||