Carson Wealth (CWM LLC)’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $679K | Buy |
60,218
+7,060
| +13% | +$84.2K | ﹤0.01% | 1801 |
|
|
2025
Q4 | $624K | Buy |
53,158
+9,994
| +23% | +$106K | ﹤0.01% | 1784 |
|
|
2025
Q3 | $452K | Buy |
43,164
+9,222
| +27% | +$85.9K | ﹤0.01% | 1861 |
|
|
2025
Q2 | $282K | Buy |
33,942
+2,085
| +7% | +$15.5K | ﹤0.01% | 1914 |
|
|
2025
Q1 | $213K | Sell |
31,857
-568
| -2% | -$3.33K | ﹤0.01% | 1884 |
|
|
2024
Q4 | $148K | Sell |
32,425
-1,310
| -4% | -$6.3K | ﹤0.01% | 2030 |
|
|
2024
Q3 | $172K | Sell |
33,735
-2,313
| -6% | -$11.1K | ﹤0.01% | 1838 |
|
|
2024
Q2 | $167K | Buy |
36,048
+1,402
| +4% | +$6.9K | ﹤0.01% | 1685 |
|
|
2024
Q1 | $168K | Buy |
34,646
+3,889
| +13% | +$16.2K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $127K | Buy |
30,757
+2,896
| +10% | +$11.3K | ﹤0.01% | 1621 |
|
|
2023
Q3 | $105K | Buy |
27,861
+5,591
| +25% | +$21.2K | ﹤0.01% | 1597 |
|
|
2023
Q2 | $83K | Buy |
22,270
+2,002
| +10% | +$7.08K | ﹤0.01% | 1666 |
|
|
2023
Q1 | $75K | Buy |
20,268
+2,392
| +13% | +$8.52K | ﹤0.01% | 1645 |
|
|
2022
Q4 | $53K | Buy |
17,876
+4,638
| +35% | +$12.7K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $31K | Sell |
13,238
-2,881
| -18% | -$7.21K | ﹤0.01% | 1944 |
|
|
2022
Q2 | $45K | Buy |
16,119
+6,149
| +62% | +$18.8K | ﹤0.01% | 1677 |
|
|
2022
Q1 | $34K | Buy |
9,970
+5,441
| +120% | +$19.1K | ﹤0.01% | 1795 |
|
|
2021
Q4 | $15K | Buy |
+4,529
| New | +$15.9K | ﹤0.01% | 2147 |
|
|
2021
Q2 | $10K | Hold |
2,504
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q1 | $10K | Hold |
2,504
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q4 | $10K | Sell |
2,504
-109
| -4% | -$276 | ﹤0.01% | 2116 |
|
|
2020
Q3 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q2 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q1 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q4 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q3 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q2 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q1 | $10K | Sell |
2,613
-264
| -9% | -$1.2K | ﹤0.01% | 2115 |
|
|
2018
Q4 | $12K | Buy |
2,877
+2,843
| +8,362% | +$12.9K | ﹤0.01% | 1281 |
|
|
2018
Q3 | $0 | Buy |
+34
| New | +$171 | ﹤0.01% | 1968 |
|
|
2018
Q2 | – | Sell |
-375
| Closed | -$2K | – | 1767 |
|
|
2018
Q1 | $2K | Buy |
375
+318
| +558% | +$2.11K | ﹤0.01% | 1199 |
|
|
2017
Q4 | $0 | Hold |
57
| – | – | ﹤0.01% | 1564 |
|
|
2017
Q3 | $0 | Buy |
+57
| New | +$364 | ﹤0.01% | 1552 |
|
Other funds holding SAN
MIP
Carson Wealth (CWM LLC)'s SAN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Banco Santander (SAN) stake by 13% in Q1 2026, buying an estimated $84.2K and bringing the position to 60,218 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.
Carson Wealth (CWM LLC) first reported a position in SAN in Q3 2017 and has held it in 33 quarters since. 640 funds tracked by Wall St. Rank hold SAN as of Q1 2026.
- Carson Wealth (CWM LLC) held 60,218 shares of Banco Santander worth $679K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,060 Banco Santander shares in Q1 2026, an estimated $84.2K.
- Banco Santander made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1801 holding.
- Carson Wealth (CWM LLC) first reported a position in Banco Santander in Q3 2017 and has held it in 33 quarters since.
- 640 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.