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Cassaday & Co Wealth Management’s Banco Santander SAN Stock Holding History

Cassaday & Co Wealth 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
Q2 		$14.7K Buy
1,067
+242
+29% +$3K ﹤0.01% 819
2026
Q1 		$9.31K Buy
+825
New +$9.84K ﹤0.01% 889

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

Cassaday & Co Wealth Management's SAN Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Banco Santander (SAN) stake by 29% in Q2 2026, buying an estimated $3K and bringing the position to 1,067 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Cassaday & Co Wealth Management first reported a position in SAN in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,067 shares of Banco Santander worth $14.7K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 242 Banco Santander shares in Q2 2026, an estimated $3K.
  • Banco Santander made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Cassaday & Co Wealth Management first reported a position in Banco Santander in Q1 2026 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.