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
Q3 		$257K Buy
18,614
+1,616
+10% +$23.1K 0.01% 651
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Avidian Wealth Enterprises's SAN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Banco Santander (SAN) stake by 9.5% in Q3 2026, buying an estimated $23.1K and bringing the position to 18,614 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #651.

Avidian Wealth Enterprises first reported a position in SAN in Q3 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Avidian Wealth Enterprises held 18,614 shares of Banco Santander worth $257K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,616 Banco Santander shares in Q3 2026, an estimated $23.1K.
  • Banco Santander made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #651 holding.
  • Avidian Wealth Enterprises first reported a position in Banco Santander in Q3 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.