Cerity Partners’s Santander BSBR Stock Holding History

Cerity Partners’s Portfolio BSBR Stock Details BSBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16,354	Closed	-$89.1K	–	2764
2025 Q2	$89.1K	Sell	16,354 -14,261	-47%	-$72.8K	﹤0.01%	2495
2025 Q1	$144K	Buy	+30,615	New	+$137K	﹤0.01%	2271

Other funds holding BSBR

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Aquamarine Financial George Town $1.37B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners's BSBR Position: Q3 2025 in Review

Cerity Partners sold out of Santander (BSBR) in Q3 2025, closing a stake of 16,354 shares — an estimated $89.1K sold.

Cerity Partners first reported a position in BSBR in Q1 2025 and held it in 2 quarters. The position peaked at $144K in Q1 2025. 76 funds tracked by Wall St. Rank hold BSBR as of Q3 2025.

Cerity Partners reported no remaining Santander position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 16,354 Santander shares in Q3 2025, an estimated $89.1K.
Cerity Partners first reported a position in Santander in Q1 2025 and held it in 2 quarters.
Cerity Partners's Santander position peaked at $144K in Q1 2025.
76 funds tracked by Wall St. Rank held Santander as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.