BigSur Wealth Management’s Banco Santander SAN Stock Holding History

BigSur 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
2025 Q4	–	Sell	-12,986	Closed	-$136K	–	163
2025 Q3	$136K	Hold	12,986	–	–	0.03%	151
2025 Q2	$108K	Sell	12,986 -5,579	-30%	-$41.5K	0.03%	147
2025 Q1	$124K	Sell	18,565 -13,364	-42%	-$78.2K	0.03%	146
2024 Q4	$146K	Buy	31,929 +3,381	+12%	+$16.3K	0.04%	145
2024 Q3	$146K	Buy	28,548 +1,209	+4%	+$5.81K	0.04%	151
2024 Q2	$127K	Sell	27,339 -7,043	-20%	-$34.7K	0.04%	145
2024 Q1	$166K	Hold	34,382	–	–	0.05%	140
2023 Q4	$142K	Buy	34,382 +872	+3%	+$3.41K	0.07%	108
2023 Q3	$126K	Hold	33,510	–	–	0.06%	105
2023 Q2	$124K	Buy	33,510 +4,266	+15%	+$15.1K	0.06%	115
2023 Q1	$108K	Buy	+29,244	New	+$104K	0.05%	117

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BigSur Wealth Management's SAN Position: Q4 2025 in Review

BigSur Wealth Management sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 12,986 shares — an estimated $136K sold.

BigSur Wealth Management first reported a position in SAN in Q1 2023 and held it in 11 quarters. The position peaked at $166K in Q1 2024. 592 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

BigSur Wealth Management reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
BigSur Wealth Management sold 12,986 Banco Santander shares in Q4 2025, an estimated $136K.
BigSur Wealth Management first reported a position in Banco Santander in Q1 2023 and held it in 11 quarters.
BigSur Wealth Management's Banco Santander position peaked at $166K in Q1 2024.
592 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on BigSur Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.