Position in SAN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,769,167
+$41,209 QoQ
Shares Held
1,043,366
+4.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.75111897454968.ToString("F0")%
Shared 0.ToString("F0")%
None 11.248881025450322.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,960,496,051 across 19 Banks - Diversified names. SAN ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,849,282 | $1,132,304,788 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,143,451 | $250,743,234 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,594,764 | $206,569,160 | |
| 4 | C |
Citigroup Inc
|
1,766,264 | $200,311,999 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
287,447 | $34,099,835 | |
| 6 | UBS |
UBS Group AG
|
560,647 | $21,904,476 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
839,497 | $14,246,262 | |
| 8 | ING |
Ing Groep NV
|
542,729 | $14,138,089 |
All Filings in SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,769,167 | 1,043,366 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,727,958 | 999,826 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,095,351 | 963,297 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,001,264 | 602,562 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,767,175 | 562,265 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,577,462 | 565,233 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,086,382 | 605,173 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,431,930 | 525,255 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,631,081 | 543,612 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,535,889 | 370,988 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,385,330 | 368,439 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,075,265 | 289,829 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $849,274 | 230,156 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $738,168 | 250,227 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $396,858 | 171,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $228,740 | 81,693 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $287,211 | 84,974 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $427,373 | 129,901 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $653,901 | 180,636 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $552,657 | 141,345 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $539,384 | 157,255 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $439,669 | 144,154 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $295,512 | 159,737 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $335,719 | 139,303 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $913,343 | 388,657 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||