Orca Wealth Management’s Banco Santander SAN Stock Holding History

Orca 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 Q3	$903K	Sell	65,283 -538	-0.8%	-$7.69K	0.54%	39
2026 Q2	$908K	Buy	65,821 +61	+0.1%	+$756	0.55%	40
2026 Q1	$742K	Buy	65,760 +188	+0.3%	+$2.24K	0.53%	42
2025 Q4	$852K	Buy	65,572 +894	+1%	+$9.49K	0.61%	41
2025 Q3	$678K	Hold	64,678	–	–	0.51%	46
2025 Q2	$537K	Buy	64,678 +1,123	+2%	+$8.35K	0.45%	46
2025 Q1	$426K	Sell	63,555 -400	-0.6%	-$2.34K	0.38%	48
2024 Q4	$292K	Buy	+63,955	New	+$307K	0.26%	53

Other funds holding SAN

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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Mitchell Capital Management Leawood, Kansas $643M AUM 51.62% 1-Year Est. Return

Orca Wealth Management's SAN Position: Q3 2026 in Review

Orca Wealth Management reduced its Banco Santander (SAN) stake by 0.82% in Q3 2026, selling an estimated $7.69K and leaving 65,283 shares worth $903K. The position accounts for 0.54% of the portfolio, ranked #39.

Orca Wealth Management first reported a position in SAN in Q4 2024 and has held it in 8 quarters since. The position peaked at $908K in Q2 2026. 290 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Orca Wealth Management held 65,283 shares of Banco Santander worth $903K as of Q3 2026.
Orca Wealth Management sold 538 Banco Santander shares in Q3 2026, an estimated $7.69K.
Banco Santander made up 0.54% of Orca Wealth Management's portfolio in Q3 2026, its #39 holding.
Orca Wealth Management first reported a position in Banco Santander in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Banco Santander position peaked at $908K in Q2 2026.
290 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.