Position in SAN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$40,262,985
+$2,480,683 QoQ
Shares Held
3,569,414
+10.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.9271490858581.ToString("F0")%
Shared 0.01823829296301661.ToString("F0")%
None 5.054612621178888.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,365,923,123 across 19 Banks - Diversified names. SAN ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
129,208,607 | $10,286,297,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,271,796 | $6,448,250,045 | |
| 3 | C |
Citigroup Inc
|
21,798,952 | $2,472,219,136 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,892,932 | $1,766,748,513 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,057,631 | $1,487,752,730 | |
| 6 | RY |
Royal Bank Of Canada
|
6,851,937 | $1,108,506,364 | |
| 7 | UBS |
UBS Group AG
|
27,434,247 | $1,071,856,022 | |
| 8 | BNS |
Bank Of Nova Scotia
|
10,841,415 | $751,418,467 |
All Filings in SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,262,985 | 3,569,414 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $37,782,302 | 3,220,998 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $30,959,656 | 2,954,166 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $23,730,500 | 2,859,097 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $14,770,776 | 2,204,594 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $9,342,236 | 2,048,737 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $16,838,723 | 3,301,711 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $9,830,701 | 2,123,262 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,726,956 | 356,810 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $1,438,767 | 347,529 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,357,305 | 360,986 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,319,836 | 355,752 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,243,079 | 336,879 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $936,506 | 317,461 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $705,434 | 304,067 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $841,664 | 300,595 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $946,097 | 279,911 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,583,884 | 785,376 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,077,951 | 297,777 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,111,978 | 284,394 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,476,942 | 722,141 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $823,192 | 269,900 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $487,609 | 263,573 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $24,277 | 10,074 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $11,782 | 5,014 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||