BWM
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Baron Wealth Management’s Banco Santander SAN Stock Holding History

Baron 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 		$1.31M Buy
94,626
+1,430
+2% +$17.7K 0.34% 34
2026
Q1 		$1.05M Buy
93,196
+1,162
+1% +$13.9K 0.31% 36
2025
Q4 		$1.08M Sell
92,034
-6,124
-6% -$65K 0.33% 36
2025
Q3 		$1.03M Buy
98,158
+2,846
+3% +$26.5K 0.34% 33
2025
Q2 		$791K Buy
95,312
+18,922
+25% +$141K 0.28% 46
2025
Q1 		$512K Buy
76,390
+40,555
+113% +$237K 0.22% 74
2024
Q4 		$163K Buy
35,835
+379
+1% +$1.82K 0.08% 188
2024
Q3 		$181K Buy
35,456
+5,683
+19% +$27.3K 0.09% 200
2024
Q2 		$138K Sell
29,773
-1,954
-6% -$9.62K 0.07% 176
2024
Q1 		$154K Buy
31,727
+1,507
+5% +$6.29K 0.08% 178
2023
Q4 		$125K Buy
30,220
+4,272
+16% +$16.7K 0.07% 173
2023
Q3 		$97.6K Sell
25,948
-1,021
-4% -$3.87K 0.06% 136
2023
Q2 		$100K Buy
26,969
+4,892
+22% +$17.3K 0.06% 143
2023
Q1 		$81.5K Buy
+22,077
New +$78.6K 0.06% 136

Other funds holding SAN

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return