AEPWM
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Atlantic Edge Private Wealth Management’s Banco Santander SAN Stock Holding History

Atlantic Edge Private 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 		$1.38K Hold
100
– – ﹤0.01% 580
2026
Q1 		$1.13K Hold
100
– – ﹤0.01% 562
2025
Q4 		$1.17K Hold
100
– – ﹤0.01% 548
2025
Q3 		$1.05K Buy
+100
New +$931 ﹤0.01% 518

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SAN Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Banco Santander (SAN) position steady in Q2 2026 at 100 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Atlantic Edge Private Wealth Management first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 100 shares of Banco Santander worth $1.38K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.