CI
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CX Institutional’s Banco Santander SAN Stock Holding History

CX Institutional’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 		$17K Buy
1,195
+583
+95% +$8.33K ﹤0.01% 1264
2026
Q2 		$8K Hold
612
– – ﹤0.01% 1331
2026
Q1 		$7K Sell
612
-188
-24% -$2.24K ﹤0.01% 1339
2025
Q4 		$9K Buy
800
+388
+94% +$4.12K ﹤0.01% 1211
2025
Q3 		$4K Hold
412
– – ﹤0.01% 1280
2025
Q2 		$3K Hold
412
– – ﹤0.01% 1131
2025
Q1 		$3K Buy
+412
New +$2.41K ﹤0.01% 1118

Other funds holding SAN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

CX Institutional's SAN Position: Q3 2026 in Review

CX Institutional increased its Banco Santander (SAN) stake by 95% in Q3 2026, buying an estimated $8.33K and bringing the position to 1,195 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

CX Institutional first reported a position in SAN in Q1 2025 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • CX Institutional held 1,195 shares of Banco Santander worth $17K as of Q3 2026.
  • CX Institutional bought 583 Banco Santander shares in Q3 2026, an estimated $8.33K.
  • Banco Santander made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1264 holding.
  • CX Institutional first reported a position in Banco Santander in Q1 2025 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.