PDS Planning’s Banco Santander SAN Stock Holding History

PDS 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 Q1	$749K	Buy	66,357 +1,290	+2%	+$15.4K	0.05%	184
2025 Q4	$763K	Buy	65,067 +225	+0.3%	+$2.39K	0.05%	182
2025 Q3	$680K	Buy	64,842 +3,662	+6%	+$34.1K	0.05%	190
2025 Q2	$508K	Buy	61,180 +514	+0.8%	+$3.82K	0.04%	233
2025 Q1	$406K	Buy	60,666 +7,517	+14%	+$44K	0.03%	252
2024 Q4	$242K	Buy	53,149 +2,670	+5%	+$12.8K	0.02%	352
2024 Q3	$257K	Buy	50,479 +320	+0.6%	+$1.54K	0.02%	341
2024 Q2	$232K	Sell	50,159 -550	-1%	-$2.71K	0.02%	325
2024 Q1	$245K	Buy	50,709 +4,316	+9%	+$18K	0.03%	307
2023 Q4	$192K	Buy	46,393 +3,927	+9%	+$15.4K	0.02%	338
2023 Q3	$160K	Buy	42,466 +3,552	+9%	+$13.5K	0.02%	315
2023 Q2	$144K	Buy	38,914 +142	+0.4%	+$502	0.02%	320
2023 Q1	$143K	Buy	38,772 +16,194	+72%	+$57.7K	0.02%	279
2022 Q4	$66.6K	Buy	22,578 +2,210	+11%	+$6.03K	0.01%	216
2022 Q3	$47K	Sell	20,368 -4,033	-17%	-$10.1K	0.01%	199
2022 Q2	$68K	Buy	24,401 +13,540	+125%	+$41.4K	0.01%	207
2022 Q1	$37K	Buy	+10,861	New	+$38K	0.01%	233
2021 Q4	–	Sell	-16,966	Closed	-$61K	–	227
2021 Q3	$61K	Buy	16,966 +637	+4%	+$2.35K	0.01%	207
2021 Q2	$64K	Buy	+16,329	New	+$63.4K	0.02%	194

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