AWA
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Aaron Wealth Advisors’s Banco Santander SAN Stock Holding History

Aaron Wealth Advisors’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.9M Buy
209,921
+11,949
+6% +$171K 0.14% 90
2026
Q2 		$2.73M Buy
197,972
+1,807
+0.9% +$22.4K 0.14% 95
2026
Q1 		$2.21M Buy
196,165
+50,967
+35% +$608K 0.13% 102
2025
Q4 		$1.7M Buy
145,198
+27,819
+24% +$295K 0.09% 150
2025
Q3 		$1.23M Sell
117,379
-8,939
-7% -$83.2K 0.07% 190
2025
Q2 		$1.05M Buy
126,318
+11,375
+10% +$84.6K 0.11% 128
2025
Q1 		$770K Buy
114,943
+5,759
+5% +$33.7K 0.09% 153
2024
Q4 		$498K Buy
109,184
+15,204
+16% +$73.1K 0.06% 201
2024
Q3 		$479K Buy
93,980
+15,575
+20% +$74.9K 0.06% 199
2024
Q2 		$363K Buy
78,405
+11,406
+17% +$56.2K 0.05% 205
2024
Q1 		$324K Buy
+66,999
New +$280K 0.05% 208
2022
Q2 		– Sell
-6,718
Closed -$22.7K – 713
2022
Q1 		$22.7K Sell
6,718
-3,917
-37% -$13.7K 0.01% 623
2021
Q4 		$34K Buy
+10,635
New +$37.4K 0.01% 177
2021
Q2 		– Sell
-22,042
Closed -$75K – 164
2021
Q1 		$75K Buy
22,042
+1,478
+7% +$5.01K 0.03% 150
2020
Q4 		$62K Buy
+20,564
New +$52.1K 0.02% 134

Other funds holding SAN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Aaron Wealth Advisors's SAN Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Banco Santander (SAN) stake by 6% in Q3 2026, buying an estimated $171K and bringing the position to 209,921 shares worth $2.9M. The position accounts for 0.14% of the portfolio, ranked #90.

Aaron Wealth Advisors first reported a position in SAN in Q4 2020 and has held it in 15 quarters since. 74 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Aaron Wealth Advisors held 209,921 shares of Banco Santander worth $2.9M as of Q3 2026.
  • Aaron Wealth Advisors bought 11,949 Banco Santander shares in Q3 2026, an estimated $171K.
  • Banco Santander made up 0.14% of Aaron Wealth Advisors's portfolio in Q3 2026, its #90 holding.
  • Aaron Wealth Advisors first reported a position in Banco Santander in Q4 2020 and has held it in 15 quarters since.
  • 74 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.