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Athena Wealth Management’s Banco Santander SAN Stock Holding History

Athena 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 		$373K Buy
27,041
+1,978
+8% +$24.5K 0.28% 67
2026
Q1 		$283K Buy
+25,063
New +$299K 0.23% 81

Other funds holding SAN

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Athena Wealth Management increased its Banco Santander (SAN) stake by 7.9% in Q2 2026, buying an estimated $24.5K and bringing the position to 27,041 shares worth $373K. The position accounts for 0.28% of the portfolio, ranked #67.

Athena Wealth Management first reported a position in SAN in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Athena Wealth Management held 27,041 shares of Banco Santander worth $373K as of Q2 2026.
  • Athena Wealth Management bought 1,978 Banco Santander shares in Q2 2026, an estimated $24.5K.
  • Banco Santander made up 0.28% of Athena Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Athena Wealth Management first reported a position in Banco Santander in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.