Athena Wealth Management
SAN icon

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
Q3 		$388K Buy
28,028
+987
+4% +$14.1K 0.28% 73
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

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

Athena Wealth Management increased its Banco Santander (SAN) stake by 3.7% in Q3 2026, buying an estimated $14.1K and bringing the position to 28,028 shares worth $388K. The position accounts for 0.28% of the portfolio, ranked #73.

Athena Wealth Management first reported a position in SAN in Q1 2026 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Athena Wealth Management held 28,028 shares of Banco Santander worth $388K as of Q3 2026.
  • Athena Wealth Management bought 987 Banco Santander shares in Q3 2026, an estimated $14.1K.
  • Banco Santander made up 0.28% of Athena Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Athena Wealth Management first reported a position in Banco Santander in Q1 2026 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.