Position in SAN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$122,579,533
-$5,008,578 QoQ
Shares Held
10,866,980
-0.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.12012721105587.ToString("F0")%
Shared 2.032174532390784.ToString("F0")%
None 1.8476982565533386.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $13,911,041,836 across 18 Banks - Diversified names. SAN ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,968,884 | $5,579,886,915 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,135,112 | $1,517,836,709 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,474,225 | $1,470,733,050 | |
| 4 | C |
Citigroup Inc
|
7,923,659 | $898,622,163 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,972,221 | $822,608,508 | |
| 6 | TD |
Toronto Dominion Bank
|
7,565,982 | $705,981,778 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,324,030 | $631,589,676 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,688,644 | $499,221,077 |
All Filings in SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,579,533 | 10,866,980 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $127,588,111 | 10,877,077 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $114,430,270 | 10,918,919 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $90,534,050 | 10,907,717 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,198,222 | 10,925,108 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $51,185,236 | 11,224,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $57,404,216 | 11,255,729 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,215,885 | 11,493,712 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,749,907 | 11,518,576 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,975,209 | 11,588,215 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $43,469,787 | 11,561,114 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $44,666,228 | 12,039,415 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,421,926 | 12,038,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,631,951 | 11,739,645 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,689,984 | 10,211,201 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,653,366 | 9,161,917 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,516,356 | 6,957,502 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,978,211 | 5,464,502 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,717,148 | 4,894,240 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,664,336 | 5,029,242 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,878,813 | 4,920,937 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,438,029 | 3,094,436 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,026,407 | 554,815 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,885,983 | 2,442,317 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,526,497 | 2,777,233 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||