OWM
SAN icon

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orca Wealth Management's SAN Position: Q2 2026 in Review

Orca Wealth Management increased its Banco Santander (SAN) stake by 0.09% in Q2 2026, buying an estimated $756 and bringing the position to 65,821 shares worth $908K. The position accounts for 0.55% of the portfolio, ranked #40.

Orca Wealth Management first reported a position in SAN in Q4 2024 and has held it in 7 quarters since. 661 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Orca Wealth Management held 65,821 shares of Banco Santander worth $908K as of Q2 2026.
  • Orca Wealth Management bought 61 Banco Santander shares in Q2 2026, an estimated $756.
  • Banco Santander made up 0.55% of Orca Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Orca Wealth Management first reported a position in Banco Santander in Q4 2024 and has held it in 7 quarters since.
  • 661 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.