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AE Wealth Management’s Banco Santander SAN Stock Holding History

AE Wealth Management’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
Q2 		$224K Buy
16,244
+141
+0.9% +$1.75K ﹤0.01% 1655
2026
Q1 		$182K Buy
16,103
+748
+5% +$8.92K ﹤0.01% 1622
2025
Q4 		$180K Buy
15,355
+1,599
+12% +$17K ﹤0.01% 1544
2025
Q3 		$144K Sell
13,756
-4,716
-26% -$43.9K ﹤0.01% 1477
2025
Q2 		$153K Buy
18,472
+7,477
+68% +$55.6K ﹤0.01% 1373
2025
Q1 		$73.7K Buy
+10,995
New +$64.4K ﹤0.01% 1509
2024
Q4 		– Sell
-12,341
Closed -$62.9K – 2161
2024
Q3 		$62.9K Buy
12,341
+1,494
+14% +$7.18K ﹤0.01% 1221
2024
Q2 		$50.2K Buy
+10,847
New +$53.4K ﹤0.01% 1215
2024
Q1 		– Sell
-21,001
Closed -$82.7K – 1820
2023
Q4 		$82.7K Sell
21,001
-16,487
-44% -$64.5K ﹤0.01% 1956
2023
Q3 		$141K Buy
37,488
+4,216
+13% +$16K ﹤0.01% 1819
2023
Q2 		$123K Buy
33,272
+19,959
+150% +$70.5K ﹤0.01% 1787
2023
Q1 		$49.1K Buy
+13,313
New +$47.4K ﹤0.01% 1818
2022
Q3 		– Sell
-15,641
Closed -$44K – 1857
2022
Q2 		$44K Buy
+15,641
New +$47.8K ﹤0.01% 1677
2021
Q4 		– Sell
-14,185
Closed -$51K – 1778
2021
Q3 		$51K Buy
+14,185
New +$52.4K ﹤0.01% 1572

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's SAN Position: Q2 2026 in Review

AE Wealth Management increased its Banco Santander (SAN) stake by 0.88% in Q2 2026, buying an estimated $1.75K and bringing the position to 16,244 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

AE Wealth Management first reported a position in SAN in Q3 2021 and has held it in 14 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • AE Wealth Management held 16,244 shares of Banco Santander worth $224K as of Q2 2026.
  • AE Wealth Management bought 141 Banco Santander shares in Q2 2026, an estimated $1.75K.
  • Banco Santander made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1655 holding.
  • AE Wealth Management first reported a position in Banco Santander in Q3 2021 and has held it in 14 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.