Next Level Wealth Planning’s Banco Santander SAN Stock Holding History

Next Level Wealth Planning’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	$6.15K	Buy	+445	New	+$6.36K	﹤0.01%	368

Other funds holding SAN

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's SAN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Banco Santander (SAN) in Q3 2026: 445 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings.

420 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Next Level Wealth Planning held 445 shares of Banco Santander worth $6.15K as of Q3 2026.
Banco Santander was a new Next Level Wealth Planning position in Q3 2026.
Banco Santander made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #368 holding.
420 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.