AWM
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aprio Wealth Management's SAN Position: Q1 2026 in Review

Aprio Wealth Management increased its Banco Santander (SAN) stake by 1.4% in Q1 2026, buying an estimated $7.8K and bringing the position to 48,986 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #323.

Aprio Wealth Management first reported a position in SAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $567K in Q4 2025. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Aprio Wealth Management held 48,986 shares of Banco Santander worth $553K as of Q1 2026.
  • Aprio Wealth Management bought 654 Banco Santander shares in Q1 2026, an estimated $7.8K.
  • Banco Santander made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #323 holding.
  • Aprio Wealth Management first reported a position in Banco Santander in Q4 2023 and has held it in 10 quarters since.
  • Aprio Wealth Management's Banco Santander position peaked at $567K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.