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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aletheian Wealth Advisors's SAN Position: Q2 2026 in Review

Aletheian Wealth Advisors opened a new position in Banco Santander (SAN) in Q2 2026: 10,463 shares worth $144K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Aletheian Wealth Advisors previously reported a position in SAN as recently as Q3 2025.

Aletheian Wealth Advisors first reported a position in SAN in Q2 2023 and has held it in 10 quarters since. 659 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Aletheian Wealth Advisors held 10,463 shares of Banco Santander worth $144K as of Q2 2026.
Banco Santander was a new Aletheian Wealth Advisors position in Q2 2026.
Banco Santander made up 0.06% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Aletheian Wealth Advisors first reported a position in Banco Santander in Q2 2023 and has held it in 10 quarters since.
659 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.