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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baker Tilly Wealth Management's SAN Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Banco Santander (SAN) stake by 4.9% in Q2 2026, selling an estimated $9.8K and leaving 15,478 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #272.

Baker Tilly Wealth Management first reported a position in SAN in Q3 2022 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Baker Tilly Wealth Management held 15,478 shares of Banco Santander worth $214K as of Q2 2026.
Baker Tilly Wealth Management sold 791 Banco Santander shares in Q2 2026, an estimated $9.8K.
Banco Santander made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #272 holding.
Baker Tilly Wealth Management first reported a position in Banco Santander in Q3 2022 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.