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Cornerstone Planning Group’s Banco Santander SAN Stock Holding History

Cornerstone Planning Group’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 		$42.7K Sell
3,105
-299
-9% -$3.71K 0.01% 439
2026
Q1 		$40.4K Buy
3,404
+600
+21% +$7.16K 0.01% 454
2025
Q4 		$35.6K Buy
2,804
+373
+15% +$3.96K 0.01% 429
2025
Q3 		$24.9K Buy
2,431
+742
+44% +$6.91K ﹤0.01% 512
2025
Q2 		$14.7K Buy
1,689
+599
+55% +$4.46K ﹤0.01% 477
2025
Q1 		$7.74K Buy
1,090
+218
+25% +$1.28K ﹤0.01% 629
2024
Q4 		$4.48K Buy
872
+111
+15% +$534 ﹤0.01% 605
2024
Q3 		$3.7K Buy
761
+89
+13% +$428 ﹤0.01% 639
2024
Q2 		$2.94K Buy
672
+452
+205% +$2.23K ﹤0.01% 687
2024
Q1 		$1.06K Hold
220
– – ﹤0.01% 770
2023
Q4 		$911 Hold
220
– – ﹤0.01% 725
2023
Q3 		$827 Buy
220
+152
+224% +$576 ﹤0.01% 826
2023
Q2 		$252 Buy
+68
New +$240 ﹤0.01% 1508
2022
Q4 		$224 Buy
+68
New +$186 ﹤0.01% 1510

Other funds holding SAN

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornerstone Planning Group's SAN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Banco Santander (SAN) stake by 8.8% in Q2 2026, selling an estimated $3.71K and leaving 3,105 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #439.

Cornerstone Planning Group first reported a position in SAN in Q4 2022 and has held it in 14 quarters since. 401 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Cornerstone Planning Group held 3,105 shares of Banco Santander worth $42.7K as of Q2 2026.
  • Cornerstone Planning Group sold 299 Banco Santander shares in Q2 2026, an estimated $3.71K.
  • Banco Santander made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #439 holding.
  • Cornerstone Planning Group first reported a position in Banco Santander in Q4 2022 and has held it in 14 quarters since.
  • 401 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.