Merriman Wealth Management’s Banco Santander SAN Stock Holding History

Merriman 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
2024 Q4	$128K	Sell	28,091 -896	-3%	-$4.31K	0.01%	206
2024 Q3	$148K	Buy	28,987 +540	+2%	+$2.6K	0.01%	210
2024 Q2	$132K	Buy	28,447 +269	+1%	+$1.32K	0.01%	201
2024 Q1	$136K	Buy	28,178 +1,435	+5%	+$5.99K	0.01%	198
2023 Q4	$111K	Buy	26,743 +2,596	+11%	+$10.2K	0.01%	184
2023 Q3	$90.8K	Buy	24,147 +387	+2%	+$1.47K	﹤0.01%	185
2023 Q2	$88.2K	Buy	23,760 +2,727	+13%	+$9.64K	﹤0.01%	203
2023 Q1	$77.6K	Hold	21,033	–	–	﹤0.01%	192
2022 Q4	$62K	Buy	21,033 +8,795	+72%	+$24K	﹤0.01%	205
2022 Q3	$28K	Hold	12,238	–	–	﹤0.01%	173
2022 Q2	$34K	Buy	12,238 +238	+2%	+$727	﹤0.01%	164
2022 Q1	$41K	Buy	+12,000	New	+$42K	﹤0.01%	193

Other funds holding SAN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Merriman Wealth Management's SAN Position: Q4 2024 in Review

Merriman Wealth Management reduced its Banco Santander (SAN) stake by 3.1% in Q4 2024, selling an estimated $4.31K and leaving 28,091 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #206.

Merriman Wealth Management first reported a position in SAN in Q1 2022 and has held it in 12 quarters since. The position peaked at $148K in Q3 2024. 408 funds tracked by Wall St. Rank hold SAN as of Q4 2024.

Merriman Wealth Management held 28,091 shares of Banco Santander worth $128K as of Q4 2024.
Merriman Wealth Management sold 896 Banco Santander shares in Q4 2024, an estimated $4.31K.
Banco Santander made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #206 holding.
Merriman Wealth Management first reported a position in Banco Santander in Q1 2022 and has held it in 12 quarters since.
Merriman Wealth Management's Banco Santander position peaked at $148K in Q3 2024.
408 funds tracked by Wall St. Rank held Banco Santander as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.