Retirement Wealth Solutions
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Retirement Wealth Solutions’s Banco Santander SAN Stock Holding History

Retirement Wealth 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
Q3 		$25.4K Hold
1,836
– – 0.01% 155
2026
Q2 		$25.3K Sell
1,836
-326
-15% -$4.04K 0.01% 137
2026
Q1 		$24.4K Sell
2,162
-14
-0.6% -$167 0.02% 126
2025
Q4 		$25.5K Sell
2,176
-26
-1% -$276 0.02% 138
2025
Q3 		$23.1K Buy
+2,202
New +$20.5K 0.02% 146

Other funds holding SAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Retirement Wealth Solutions's SAN Position: Q3 2026 in Review

Retirement Wealth Solutions held its Banco Santander (SAN) position steady in Q3 2026 at 1,836 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #155.

Retirement Wealth Solutions first reported a position in SAN in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.5K in Q4 2025. 498 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Retirement Wealth Solutions held 1,836 shares of Banco Santander worth $25.4K as of Q3 2026.
  • Retirement Wealth Solutions left its Banco Santander share count unchanged in Q3 2026.
  • Banco Santander made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #155 holding.
  • Retirement Wealth Solutions first reported a position in Banco Santander in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Banco Santander position peaked at $25.5K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.