Creative Planning
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Creative Planning’s Banco Santander SAN Stock Holding History

Creative Planning’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
2022
Q2 		– Sell
-5,000
Closed -$1K – 2502
2022
Q1 		$1K Buy
+5,000
New +$17.5K ﹤0.01% 2331

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

Creative Planning's SAN Position: Q2 2026 in Review

Creative Planning increased its Banco Santander (SAN) stake by 14% in Q2 2026, buying an estimated $3.85M and bringing the position to 2,596,097 shares worth $35.8M. The position accounts for 0.02% of the portfolio, ranked #306.

Creative Planning first reported a position in SAN in Q2 2013 and has held it in 53 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Creative Planning held 2,596,097 shares of Banco Santander worth $35.8M as of Q2 2026.
  • Creative Planning bought 311,064 Banco Santander shares in Q2 2026, an estimated $3.85M.
  • Banco Santander made up 0.02% of Creative Planning's portfolio in Q2 2026, its #306 holding.
  • Creative Planning first reported a position in Banco Santander in Q2 2013 and has held it in 53 quarters since.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.