HWM
SAN icon

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
Q2 		$1.27M Buy
91,670
+11,847
+15% +$147K 0.01% 643
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 $1.89T 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

HB Wealth Management's SAN Position: Q2 2026 in Review

HB Wealth Management increased its Banco Santander (SAN) stake by 15% in Q2 2026, buying an estimated $147K and bringing the position to 91,670 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #643.

HB Wealth Management first reported a position in SAN in Q4 2023 and has held it in 11 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • HB Wealth Management held 91,670 shares of Banco Santander worth $1.27M as of Q2 2026.
  • HB Wealth Management bought 11,847 Banco Santander shares in Q2 2026, an estimated $147K.
  • Banco Santander made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #643 holding.
  • HB Wealth Management first reported a position in Banco Santander in Q4 2023 and has held it in 11 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.