BSW
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Buckingham Strategic Wealth’s Banco Santander SAN Stock Holding History

Buckingham Strategic 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
2024
Q2 		$121K Sell
26,069
-776
-3% -$3.82K ﹤0.01% 733
2024
Q1 		$130K Sell
26,845
-355
-1% -$1.48K ﹤0.01% 725
2023
Q4 		$113K Sell
27,200
-1,225
-4% -$4.79K ﹤0.01% 695
2023
Q3 		$107K Hold
28,425
– – ﹤0.01% 659
2023
Q2 		$105K Buy
28,425
+132
+0.5% +$466 ﹤0.01% 665
2023
Q1 		$83.5K Hold
28,293
– – ﹤0.01% 590
2022
Q4 		$83.5K Buy
+28,293
New +$77.2K ﹤0.01% 592
2022
Q3 		– Sell
-10,245
Closed -$29K – 640
2022
Q2 		$29K Buy
+10,245
New +$31.3K ﹤0.01% 595

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return