Aletheian Wealth Advisors’s Banco Santander SAN Stock Holding History

Aletheian 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 Q2	$144K	Buy	+10,463	New	+$130K	0.06%	108
2025 Q3	$110K	Sell	10,496 -146	-1%	-$1.36K	0.05%	100
2025 Q2	$88.3K	Sell	10,642 -1,392	-12%	-$10.4K	0.04%	99
2025 Q1	$80.6K	Sell	12,034 -784	-6%	-$4.59K	0.05%	94
2024 Q4	$58.5K	Sell	12,818 -1,124	-8%	-$5.4K	0.03%	76
2024 Q3	$71.1K	Buy	13,942 +1,535	+12%	+$7.38K	0.04%	80
2024 Q2	$57.4K	Hold	12,407	–	–	0.03%	85
2024 Q1	$60K	Buy	+12,407	New	+$51.8K	0.03%	82
2023 Q4	–	Sell	-12,181	Closed	-$45.8K	–	78
2023 Q3	$45.8K	Sell	12,181 -972	-7%	-$3.69K	0.04%	75
2023 Q2	$48.8K	Buy	+13,153	New	+$46.5K	0.03%	79

Other funds holding SAN

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return