Planned Solutions’s Banco Santander SAN Stock Holding History

Planned 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
2026 Q2	$179K	Buy	12,996 +2,071	+19%	+$25.7K	0.05%	155
2026 Q1	$123K	Hold	10,925	–	–	0.04%	139
2025 Q4	$128K	Hold	10,925	–	–	0.04%	139
2025 Q3	$114K	Hold	10,925	–	–	0.04%	138
2025 Q2	$90.7K	Hold	10,925	–	–	0.03%	123
2025 Q1	$73.2K	Sell	10,925 -323	-3%	-$1.89K	0.03%	113
2024 Q4	$51.3K	Sell	11,248 -8,050	-42%	-$38.7K	0.02%	111
2024 Q3	$98.4K	Buy	19,298 +9,175	+91%	+$44.1K	0.04%	211
2024 Q2	$46.9K	Buy	+10,123	New	+$49.9K	0.02%	103
2024 Q1	–	Sell	-323	Closed	-$1.34K	–	454
2023 Q4	$1.34K	Buy	+323	New	+$1.26K	﹤0.01%	523

Other funds holding SAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Planned Solutions's SAN Position: Q2 2026 in Review

Planned Solutions increased its Banco Santander (SAN) stake by 19% in Q2 2026, buying an estimated $25.7K and bringing the position to 12,996 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #155.

Planned Solutions first reported a position in SAN in Q4 2023 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Planned Solutions held 12,996 shares of Banco Santander worth $179K as of Q2 2026.
Planned Solutions bought 2,071 Banco Santander shares in Q2 2026, an estimated $25.7K.
Banco Santander made up 0.05% of Planned Solutions's portfolio in Q2 2026, its #155 holding.
Planned Solutions first reported a position in Banco Santander in Q4 2023 and has held it in 10 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.