Private Wealth Management Group’s Banco Santander SAN Stock Holding History

Private Wealth Management Group’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	$194	Hold	14	–	–	﹤0.01%	1426
2026 Q1	$158	Hold	14	–	–	﹤0.01%	1401
2025 Q4	$165	Hold	14	–	–	﹤0.01%	1439
2025 Q3	$147	Hold	14	–	–	﹤0.01%	1461
2025 Q2	$117	Hold	14	–	–	﹤0.01%	1465
2025 Q1	$94	Hold	14	–	–	﹤0.01%	1462
2024 Q4	$64	Hold	14	–	–	﹤0.01%	1501
2024 Q3	$72	Hold	14	–	–	﹤0.01%	1486
2024 Q2	$65	Hold	14	–	–	﹤0.01%	1491
2024 Q1	$68	Hold	14	–	–	﹤0.01%	1491
2023 Q4	$58	Buy	+14	New	+$55	﹤0.01%	1510

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

Private Wealth Management Group's SAN Position: Q2 2026 in Review

Private Wealth Management Group held its Banco Santander (SAN) position steady in Q2 2026 at 14 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Private Wealth Management Group first reported a position in SAN in Q4 2023 and has held it in 11 quarters since. 658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Private Wealth Management Group held 14 shares of Banco Santander worth $194 as of Q2 2026.
Private Wealth Management Group left its Banco Santander share count unchanged in Q2 2026.
Banco Santander made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1426 holding.
Private Wealth Management Group first reported a position in Banco Santander in Q4 2023 and has held it in 11 quarters since.
658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.