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Axxcess Wealth Management’s Banco Santander SAN Stock Holding History

Axxcess 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 		$375K Buy
+27,192
New +$337K 0.01% 800
2026
Q1 		– Sell
-30,777
Closed -$361K – 877
2025
Q4 		$361K Sell
30,777
-1,194
-4% -$12.7K 0.01% 790
2025
Q3 		$335K Buy
31,971
+19,964
+166% +$186K 0.01% 723
2025
Q2 		$99.7K Buy
+12,007
New +$89.3K ﹤0.01% 867
2022
Q3 		– Sell
-10,364
Closed -$29K – 603
2022
Q2 		$29K Buy
+10,364
New +$31.7K ﹤0.01% 534

Other funds holding SAN

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Banco Santander (SAN) in Q2 2026: 27,192 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SAN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SAN in Q2 2022 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Axxcess Wealth Management held 27,192 shares of Banco Santander worth $375K as of Q2 2026.
  • Banco Santander was a new Axxcess Wealth Management position in Q2 2026.
  • Banco Santander made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #800 holding.
  • Axxcess Wealth Management first reported a position in Banco Santander in Q2 2022 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.