Hoxton Planning & Management’s Banco Santander SAN Stock Holding History

Hoxton Planning & 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 Q3	$335K	Hold	24,210	–	–	0.09%	159
2026 Q2	$334K	Hold	24,210	–	–	0.09%	164
2026 Q1	$273K	Sell	24,210 -1,653	-6%	-$19.7K	0.08%	173
2025 Q4	$303K	Hold	25,863	–	–	0.09%	155
2025 Q3	$271K	Buy	25,863 +13,279	+106%	+$124K	0.09%	166
2025 Q2	$104K	Hold	12,584	–	–	0.04%	208
2025 Q1	$84.3K	Hold	12,584	–	–	0.03%	198
2024 Q4	$57.4K	Hold	12,584	–	–	0.02%	207
2024 Q3	$64.2K	Hold	12,584	–	–	0.02%	201
2024 Q2	$58.3K	Hold	12,584	–	–	0.03%	158
2024 Q1	$60.9K	Hold	12,584	–	–	0.03%	163
2023 Q4	$52K	Hold	12,584	–	–	0.03%	147
2023 Q3	$47K	Hold	12,584	–	–	0.03%	137
2023 Q2	$46.7K	Hold	12,584	–	–	0.03%	143
2023 Q1	$46.4K	Hold	12,584	–	–	0.03%	155
2022 Q4	$37.1K	Buy	+12,584	New	+$34.3K	0.02%	156

Other funds holding SAN

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Hoxton Planning & Management's SAN Position: Q3 2026 in Review

Hoxton Planning & Management held its Banco Santander (SAN) position steady in Q3 2026 at 24,210 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #159.

Hoxton Planning & Management first reported a position in SAN in Q4 2022 and has held it in 16 quarters since. 199 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Hoxton Planning & Management held 24,210 shares of Banco Santander worth $335K as of Q3 2026.
Hoxton Planning & Management left its Banco Santander share count unchanged in Q3 2026.
Banco Santander made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #159 holding.
Hoxton Planning & Management first reported a position in Banco Santander in Q4 2022 and has held it in 16 quarters since.
199 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.