Boltwood Capital Management’s Banco Santander SAN Stock Holding History

Boltwood Capital 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	$155K	Buy	11,215 +215	+2%	+$3.07K	0.04%	195
2026 Q2	$152K	Hold	11,000	–	–	0.03%	192
2026 Q1	$124K	Hold	11,000	–	–	0.03%	184
2025 Q4	$129K	Hold	11,000	–	–	0.03%	182
2025 Q3	$115K	Hold	11,000	–	–	0.03%	178
2025 Q2	$91.3K	Hold	11,000	–	–	0.03%	172
2025 Q1	$73.7K	Hold	11,000	–	–	0.02%	170
2024 Q4	$50.2K	Hold	11,000	–	–	0.02%	170
2024 Q3	$56.1K	Hold	11,000	–	–	0.02%	174
2024 Q2	$50.9K	Hold	11,000	–	–	0.02%	166
2024 Q1	$53.2K	Hold	11,000	–	–	0.02%	169
2023 Q4	$45.5K	Buy	+11,000	New	+$43K	0.02%	165

Other funds holding SAN

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Boltwood Capital Management's SAN Position: Q3 2026 in Review

Boltwood Capital Management increased its Banco Santander (SAN) stake by 2% in Q3 2026, buying an estimated $3.07K and bringing the position to 11,215 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #195.

Boltwood Capital Management first reported a position in SAN in Q4 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Boltwood Capital Management held 11,215 shares of Banco Santander worth $155K as of Q3 2026.
Boltwood Capital Management bought 215 Banco Santander shares in Q3 2026, an estimated $3.07K.
Banco Santander made up 0.04% of Boltwood Capital Management's portfolio in Q3 2026, its #195 holding.
Boltwood Capital Management first reported a position in Banco Santander in Q4 2023 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.