Position in SAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$166,141,262
+$37,400,437 QoQ
Shares Held
12,039,222
+5.5% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $36,232,648,757 across 20 Banks - Diversified names. SAN ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
69,666,753 | $22,804,018,254 | |
| 2 | C |
Citigroup Inc
|
27,014,016 | $3,780,881,676 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
40,883,892 | $3,378,644,831 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,283,991 | $2,499,437,935 | |
| 5 | BAC |
Bank Of America Corp /De/
|
9,860,659 | $561,860,347 | |
| 6 | TD |
Toronto Dominion Bank
|
4,485,484 | $544,672,317 | |
| 7 | UBS |
UBS Group AG
|
10,325,213 | $511,717,552 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,378,121 | $273,483,915 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,141,262 | 12,039,222 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $128,740,825 | 11,413,194 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $61,164,510 | 5,214,366 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $45,256,503 | 4,318,369 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $39,658,112 | 4,778,086 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,997,894 | 2,835,507 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,108,398 | 2,655,351 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,294,841 | 2,214,675 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,462,020 | 2,259,616 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,062,791 | 839,420 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,041,831 | 734,742 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,264,492 | 602,259 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,452,444 | 391,495 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,676,430 | 996,323 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,775,986 | 941,013 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,429,373 | 1,047,145 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,558,684 | 4,485,245 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,471,008 | 4,873,080 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,195,970 | 4,618,837 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $35,272,843 | 9,743,880 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $52,398,440 | 13,401,136 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $50,344,474 | 14,677,690 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,986,575 | 8,192,321 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $11,803,714 | 6,380,387 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,203,525 | 8,798,144 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,076,722 | 4,287,968 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||