FEM
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Fulcrum Equity Management’s Banco Santander SAN Stock Holding History

Fulcrum Equity 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
Q2 		$288K Hold
20,893
– – 0.21% 114
2026
Q1 		$236K Hold
20,893
– – 0.23% 113
2025
Q4 		$245K Buy
20,893
+5,926
+40% +$62.9K 0.23% 102
2025
Q3 		$157K Hold
14,967
– – 0.16% 92
2025
Q2 		$124K Hold
14,967
– – 0.13% 102
2025
Q1 		$100K Buy
14,967
+773
+5% +$4.53K 0.11% 96
2024
Q4 		$64.7K Buy
+14,194
New +$68.2K 0.06% 110

Other funds holding SAN

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fulcrum Equity Management's SAN Position: Q2 2026 in Review

Fulcrum Equity Management held its Banco Santander (SAN) position steady in Q2 2026 at 20,893 shares worth $288K. The position accounts for 0.21% of the portfolio, ranked #114.

Fulcrum Equity Management first reported a position in SAN in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Fulcrum Equity Management held 20,893 shares of Banco Santander worth $288K as of Q2 2026.
  • Fulcrum Equity Management left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up 0.21% of Fulcrum Equity Management's portfolio in Q2 2026, its #114 holding.
  • Fulcrum Equity Management first reported a position in Banco Santander in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.