CT
SAN icon

Caldwell Trust’s Banco Santander SAN Stock Holding History

Caldwell Trust’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 		$2.58K Buy
+187
New +$2.32K ﹤0.01% 756

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's SAN Position: Q2 2026 in Review

Caldwell Trust opened a new position in Banco Santander (SAN) in Q2 2026: 187 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Caldwell Trust held 187 shares of Banco Santander worth $2.58K as of Q2 2026.
  • Banco Santander was a new Caldwell Trust position in Q2 2026.
  • Banco Santander made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #756 holding.
  • 658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.