Congress Wealth Management’s Banco Santander SAN Stock Holding History

Congress 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
2025 Q2	$302K	Buy	+36,382	New	+$271K	﹤0.01%	1067

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Congress Wealth Management's SAN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Banco Santander (SAN) in Q2 2025: 36,382 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

463 funds tracked by Wall St. Rank hold SAN as of Q2 2025.

Congress Wealth Management held 36,382 shares of Banco Santander worth $302K as of Q2 2025.
Banco Santander was a new Congress Wealth Management position in Q2 2025.
Banco Santander made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1067 holding.
463 funds tracked by Wall St. Rank held Banco Santander as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.