Baron Wealth Management
SAN icon

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
Q3 		$1.32M Buy
95,113
+487
+0.5% +$6.96K 0.34% 33
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% -$9.6K 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Baron Wealth Management's SAN Position: Q3 2026 in Review

Baron Wealth Management increased its Banco Santander (SAN) stake by 0.51% in Q3 2026, buying an estimated $6.96K and bringing the position to 95,113 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #33.

Baron Wealth Management first reported a position in SAN in Q1 2023 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Baron Wealth Management held 95,113 shares of Banco Santander worth $1.32M as of Q3 2026.
  • Baron Wealth Management bought 487 Banco Santander shares in Q3 2026, an estimated $6.96K.
  • Banco Santander made up 0.34% of Baron Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Baron Wealth Management first reported a position in Banco Santander in Q1 2023 and has held it in 15 quarters since.
  • 450 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.