Position in SAN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$149,096,952
+$26,517,419 QoQ
Shares Held
10,804,127
-0.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 1%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. SAN ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,418,112 | $6,356,130,597 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,531,185 | $1,796,646,919 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,695,330 | $1,544,982,069 | |
| 4 | C |
Citigroup Inc
|
7,976,653 | $1,116,412,352 | |
| 5 | TD |
Toronto Dominion Bank
|
7,764,118 | $942,796,845 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
9,812,755 | $933,094,871 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,469,148 | $790,893,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,659,355 | $646,608,026 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,096,952 | 10,804,127 | Shares | Sole | 2026-08-11 | |
| 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 | $34,631,244 | 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. | ||||||