Position in SAN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,778,253
+$38,536 QoQ
Shares Held
423,604
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 1.5311470146646395.ToString("F0")%
Shared 0.ToString("F0")%
None 98.46885298533536.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $133,059,343 across 19 Banks - Diversified names. SAN ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,008 | $28,535,873 | |
| 2 | C |
Citigroup Inc
|
130,561 | $14,806,923 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
174,773 | $14,417,024 | |
| 4 | BAC |
Bank Of America Corp /De/
|
222,989 | $10,870,713 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
455,207 | $9,859,783 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
85,832 | $6,833,085 | |
| 7 | RY |
Royal Bank Of Canada
|
37,848 | $6,123,049 | |
| 8 | UBS |
UBS Group AG
|
155,238 | $6,065,148 |
All Filings in SAN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,778,253 | 423,604 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,739,717 | 404,068 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,179,476 | 398,805 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,213,461 | 387,164 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,569,027 | 383,437 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,929,358 | 423,105 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,883,736 | 369,360 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,646,543 | 355,625 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $707,980 | 146,277 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $580,415 | 140,197 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $312,858 | 83,207 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $254,932 | 68,715 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $309,587 | 83,899 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $47,934 | 16,249 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $73,060 | 26,093 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $151,231 | 44,743 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $107,481 | 32,669 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $148,955 | 41,148 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $204,406 | 52,278 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $159,899 | 46,618 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $28,664 | 11,894 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||