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BIP Wealth’s Banco Santander SAN Stock Holding History

BIP Wealth’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 		$174K Buy
+12,609
New +$156K ﹤0.01% 545
2026
Q1 		– Sell
-11,943
Closed -$140K – 477
2025
Q4 		$140K Sell
11,943
-242
-2% -$2.57K ﹤0.01% 439
2025
Q3 		$128K Buy
+12,185
New +$113K 0.01% 301

Other funds holding SAN

Fisher Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BIP Wealth's SAN Position: Q2 2026 in Review

BIP Wealth opened a new position in Banco Santander (SAN) in Q2 2026: 12,609 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: BIP Wealth previously reported a position in SAN as recently as Q4 2025.

BIP Wealth first reported a position in SAN in Q3 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • BIP Wealth held 12,609 shares of Banco Santander worth $174K as of Q2 2026.
  • Banco Santander was a new BIP Wealth position in Q2 2026.
  • Banco Santander made up ﹤0.01% of BIP Wealth's portfolio in Q2 2026, its #545 holding.
  • BIP Wealth first reported a position in Banco Santander in Q3 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.