HWM
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HB Wealth Management’s Banco Santander SAN Stock Holding History

HB 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
2026
Q1 		$900K Buy
79,823
+5,596
+8% +$66.7K 0.01% 705
2025
Q4 		$871K Buy
74,227
+7,393
+11% +$78.5K 0.01% 683
2025
Q3 		$700K Buy
66,834
+9,792
+17% +$91.2K ﹤0.01% 717
2025
Q2 		$473K Buy
57,042
+26,251
+85% +$195K ﹤0.01% 760
2025
Q1 		$206K Buy
30,791
+14,509
+89% +$84.9K ﹤0.01% 1128
2024
Q4 		$74.2K Sell
16,282
-5,587
-26% -$26.9K ﹤0.01% 1039
2024
Q3 		$112K Buy
21,869
+2,205
+11% +$10.6K ﹤0.01% 922
2024
Q2 		$91K Hold
19,664
– – ﹤0.01% 880
2024
Q1 		$95.2K Buy
19,664
+9,229
+88% +$38.5K ﹤0.01% 819
2023
Q4 		$43.2K Buy
+10,435
New +$40.8K ﹤0.01% 778

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return