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 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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return