Circle Wealth Management’s Banco Santander SAN Stock Holding History

Circle 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 Q3	$256K	Buy	+18,529	New	+$265K	﹤0.01%	245

Other funds holding SAN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Circle Wealth Management's SAN Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Banco Santander (SAN) in Q3 2026: 18,529 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings.

582 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Circle Wealth Management held 18,529 shares of Banco Santander worth $256K as of Q3 2026.
Banco Santander was a new Circle Wealth Management position in Q3 2026.
Banco Santander made up ﹤0.01% of Circle Wealth Management's portfolio in Q3 2026, its #245 holding.
582 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.