NewEdge Wealth’s Banco Santander SAN Stock Holding History

NewEdge Wealth’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	$3.96M	Sell	351,179 -20,996	-6%	-$250K	0.05%	271
2025 Q4	$4.37M	Buy	372,175 +25,591	+7%	+$272K	0.05%	263
2025 Q3	$3.54M	Buy	346,584 +13,887	+4%	+$129K	0.05%	272
2025 Q2	$3.02M	Buy	332,697 +84,671	+34%	+$630K	0.05%	295
2025 Q1	$1.66M	Sell	248,026 -33,634	-12%	-$197K	0.03%	385
2024 Q4	$1.28M	Sell	281,660 -2,800	-1%	-$13.5K	0.02%	436
2024 Q3	$1.45M	Buy	284,460 +7,995	+3%	+$38.4K	0.03%	403
2024 Q2	$1.28M	Buy	276,465 +5,054	+2%	+$24.9K	0.03%	381
2024 Q1	$1.32M	Sell	271,411 -50,596	-16%	-$211K	0.03%	380
2023 Q4	$1.33M	Sell	322,007 -794	-0.2%	-$3.11K	0.03%	358
2023 Q3	$1.21M	Sell	322,801 -15,661	-5%	-$59.4K	0.04%	327
2023 Q2	$1.26M	Sell	338,462 -8,269	-2%	-$29.2K	0.04%	321
2023 Q1	$1.28M	Buy	346,731 +11,610	+3%	+$41.3K	0.05%	284
2022 Q4	$989K	Buy	335,121 +46,296	+16%	+$126K	0.04%	293
2022 Q3	$670K	Buy	288,825 +49,495	+21%	+$124K	0.03%	309
2022 Q2	$670K	Buy	+239,330	New	+$731K	0.03%	344

Other funds holding SAN

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

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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