Aprio Wealth Management
SAN icon

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
Q3 		$841K Buy
60,792
+4,938
+9% +$70.6K 0.04% 286
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Aprio Wealth Management's SAN Position: Q3 2026 in Review

Aprio Wealth Management increased its Banco Santander (SAN) stake by 8.8% in Q3 2026, buying an estimated $70.6K and bringing the position to 60,792 shares worth $841K. The position accounts for 0.04% of the portfolio, ranked #286.

Aprio Wealth Management first reported a position in SAN in Q4 2023 and has held it in 12 quarters since. 498 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Aprio Wealth Management held 60,792 shares of Banco Santander worth $841K as of Q3 2026.
  • Aprio Wealth Management bought 4,938 Banco Santander shares in Q3 2026, an estimated $70.6K.
  • Banco Santander made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #286 holding.
  • Aprio Wealth Management first reported a position in Banco Santander in Q4 2023 and has held it in 12 quarters since.
  • 498 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.