Position in SAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,946,526
+$1,330,048 QoQ
Shares Held
358,444
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. SAN ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
60,568,915 | $12,535,948,333 | |
| 2 | TD |
Toronto Dominion Bank
|
62,731,681 | $7,617,508,021 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
28,128,121 | $4,970,238,978 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
42,547,730 | $4,892,988,950 | |
| 5 | BNS |
Bank Of Nova Scotia
|
51,924,070 | $4,509,086,235 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
5,811,029 | $1,902,124,118 | |
| 7 | BAC |
Bank Of America Corp /De/
|
19,984,898 | $1,138,739,484 | |
| 8 | C |
Citigroup Inc
|
5,618,362 | $786,345,942 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,946,526 | 358,444 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,616,478 | 320,610 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,520,475 | 300,126 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,883,370 | 275,131 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,014,624 | 122,244 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $613,845 | 91,619 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $447,212 | 98,073 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $459,713 | 90,140 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $820,948 | 177,311 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $475,519 | 98,248 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $431,751 | 104,288 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $489,757 | 130,255 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $377,213 | 101,675 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $448,824 | 121,633 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $709,179 | 240,400 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $493,616 | 212,766 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $624,287 | 222,960 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $764,933 | 226,312 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $806,388 | 245,103 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $997,284 | 275,493 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,139,326 | 291,388 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $743,767 | 216,842 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $623,827 | 204,534 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $404,427 | 218,610 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $532,447 | 220,933 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $506,689 | 215,613 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||