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Aprio Wealth Management’s Banco Santander SAN Stock Holding History

Aprio 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 		$771K Buy
55,854
+6,868
+14% +$85.1K 0.04% 278
2026
Q1 		$553K Buy
48,986
+654
+1% +$7.8K 0.03% 323
2025
Q4 		$567K Buy
48,332
+4,495
+10% +$47.7K 0.03% 289
2025
Q3 		$459K Buy
43,837
+3,441
+9% +$32K 0.05% 237
2025
Q2 		$335K Buy
40,396
+2,394
+6% +$17.8K 0.04% 259
2025
Q1 		$255K Buy
38,002
+10,680
+39% +$62.5K 0.03% 303
2024
Q4 		$125K Buy
27,322
+2,135
+8% +$10.3K 0.02% 309
2024
Q3 		$128K Buy
25,187
+2,782
+12% +$13.4K 0.02% 279
2024
Q2 		$104K Buy
22,405
+3,028
+16% +$14.9K 0.02% 251
2024
Q1 		$93.8K Buy
19,377
+1,236
+7% +$5.16K 0.02% 238
2023
Q4 		$75.1K Buy
+18,141
New +$71K 0.02% 200

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

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

Aprio Wealth Management increased its Banco Santander (SAN) stake by 14% in Q2 2026, buying an estimated $85.1K and bringing the position to 55,854 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #278.

Aprio Wealth Management first reported a position in SAN in Q4 2023 and has held it in 11 quarters since. 661 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Aprio Wealth Management held 55,854 shares of Banco Santander worth $771K as of Q2 2026.
  • Aprio Wealth Management bought 6,868 Banco Santander shares in Q2 2026, an estimated $85.1K.
  • Banco Santander made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Aprio Wealth Management first reported a position in Banco Santander in Q4 2023 and has held it in 11 quarters since.
  • 661 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.