Position in SAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,976,226
+$21,570,944 QoQ
Shares Held
1,948,247
+5538.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 99.41670640324352.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5832935967564687.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $2,047,067,353 across 19 Banks - Diversified names. SAN ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,966,359 | $578,424,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,537,754 | $318,715,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,211,555 | $255,671,893 | |
| 4 | BCS |
Barclays PLC
|
8,890,185 | $188,116,314 | |
| 5 | C |
Citigroup Inc
|
1,416,827 | $160,682,349 | |
| 6 | UBS |
UBS Group AG
|
3,518,000 | $137,448,259 | |
| 7 | TD |
Toronto Dominion Bank
|
1,321,663 | $123,324,374 | |
| 8 | ING |
Ing Groep NV
|
4,050,874 | $105,525,267 |
All Filings in SAN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,976,226 | 1,948,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $405,282 | 34,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,540 | 30,586 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $172,365 | 20,767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,517 | 6,943 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $12,622 | 2,768 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,491 | 6,567 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,118 | 231 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $956 | 231 | Shares | Sole | 2024-02-13 | |
| 2021-03-31 | $1,097 | 320 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $976 | 320 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||