Baker Tilly Wealth Management’s Banco Santander SAN Stock Holding History

Baker Tilly 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	$194K	Sell	14,029 -1,449	-9%	-$20.7K	0.04%	284
2026 Q2	$214K	Sell	15,478 -791	-5%	-$9.8K	0.05%	272
2026 Q1	$184K	Sell	16,269 -1,644	-9%	-$19.6K	0.04%	277
2025 Q4	$210K	Buy	17,913 +72	+0.4%	+$764	0.05%	276
2025 Q3	$187K	Buy	+17,841	New	+$166K	0.04%	272
2022 Q4	–	Sell	-12,492	Closed	-$29K	–	560
2022 Q3	$29K	Buy	+12,492	New	+$31.3K	﹤0.01%	504

Other funds holding SAN

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

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

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

Baker Tilly Wealth Management's SAN Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Banco Santander (SAN) stake by 9.4% in Q3 2026, selling an estimated $20.7K and leaving 14,029 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #284.

Baker Tilly Wealth Management first reported a position in SAN in Q3 2022 and has held it in 6 quarters since. The position peaked at $214K in Q2 2026. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Baker Tilly Wealth Management held 14,029 shares of Banco Santander worth $194K as of Q3 2026.
Baker Tilly Wealth Management sold 1,449 Banco Santander shares in Q3 2026, an estimated $20.7K.
Banco Santander made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #284 holding.
Baker Tilly Wealth Management first reported a position in Banco Santander in Q3 2022 and has held it in 6 quarters since.
Baker Tilly Wealth Management's Banco Santander position peaked at $214K in Q2 2026.
37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.