AWE
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Avidian Wealth Enterprises’s Banco Santander SAN Stock Holding History

Avidian Wealth Enterprises’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 		$235K Buy
16,998
+2,050
+14% +$25.4K 0.01% 659
2026
Q1 		$169K Buy
14,948
+2,373
+19% +$28.3K 0.01% 655
2025
Q4 		$148K Buy
12,575
+1,205
+11% +$12.8K 0.01% 569
2025
Q3 		$119K Buy
+11,370
New +$106K ﹤0.01% 571

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avidian Wealth Enterprises's SAN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Banco Santander (SAN) stake by 14% in Q2 2026, buying an estimated $25.4K and bringing the position to 16,998 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #659.

Avidian Wealth Enterprises first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Avidian Wealth Enterprises held 16,998 shares of Banco Santander worth $235K as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,050 Banco Santander shares in Q2 2026, an estimated $25.4K.
  • Banco Santander made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #659 holding.
  • Avidian Wealth Enterprises first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.