Position in SAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,890,020
+$46,053 QoQ
Shares Held
344,860
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 68.10406378294758.ToString("F0")%
Shared 15.514071517819955.ToString("F0")%
None 16.381864699232462.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $1,343,067,987 across 17 Banks - Diversified names. SAN ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,156,561 | $928,533,983 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,694,314 | $131,347,807 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,551,052 | $123,479,249 | |
| 4 | C |
Citigroup Inc
|
627,045 | $71,113,173 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
317,802 | $37,700,850 | |
| 6 | BNS |
Bank Of Nova Scotia
|
191,155 | $13,248,952 | |
| 7 | RY |
Royal Bank Of Canada
|
32,850 | $5,314,472 | |
| 8 | TD |
Toronto Dominion Bank
|
56,411 | $5,263,709 |
All Filings in SAN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,890,020 | 344,860 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,843,967 | 327,704 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,260,442 | 311,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,408,634 | 290,197 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,923,019 | 287,018 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,412,299 | 309,715 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,543,881 | 302,722 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,824,687 | 394,101 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,552,027 | 320,667 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,365,229 | 329,766 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,335,622 | 355,219 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $1,238,166 | 333,738 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,194,654 | 323,755 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $726,555 | 246,290 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||