Orion Portfolio Solutions’s Banco Santander SAN Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.07M	Buy	160,083 +15,917	+11%	+$93.2K	0.01%	1049
2024 Q4	$657K	Buy	144,166 +14,611	+11%	+$70.2K	0.01%	1248
2024 Q3	$661K	Buy	129,555 +32,211	+33%	+$155K	0.01%	1224
2024 Q2	$451K	Buy	97,344 +5,388	+6%	+$26.5K	﹤0.01%	1309
2024 Q1	$445K	Sell	91,956 -1,903	-2%	-$7.95K	﹤0.01%	1313
2023 Q4	$403K	Sell	93,859 -1,199	-1%	-$4.69K	﹤0.01%	1293
2023 Q3	$357K	Buy	95,058 +6,309	+7%	+$23.9K	﹤0.01%	1315
2023 Q2	$329K	Buy	88,749 +26,725	+43%	+$94.4K	﹤0.01%	1370
2023 Q1	$229K	Buy	+62,024	New	+$221K	﹤0.01%	1453
2020 Q1	–	Sell	-51	Closed	–	–	2253
2019 Q4	$0	Buy	+51	New	+$198	﹤0.01%	1932

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Orion Portfolio Solutions's SAN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Banco Santander (SAN) stake by 11% in Q1 2025, buying an estimated $93.2K and bringing the position to 160,083 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1049.

Orion Portfolio Solutions first reported a position in SAN in Q4 2019 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold SAN as of Q1 2025.

Orion Portfolio Solutions held 160,083 shares of Banco Santander worth $1.07M as of Q1 2025.
Orion Portfolio Solutions bought 15,917 Banco Santander shares in Q1 2025, an estimated $93.2K.
Banco Santander made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1049 holding.
Orion Portfolio Solutions first reported a position in Banco Santander in Q4 2019 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held Banco Santander as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.