Root Financial Partners
BSBR icon

Root Financial Partners’s Santander BSBR Stock Holding History

Root Financial Partners’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$223 Buy
+40
New +$225 ﹤0.01% 3480
2026
Q2 		– Sell
-51
Closed -$302 – 807
2026
Q1 		$302 Buy
+51
New +$325 ﹤0.01% 3036

Other funds holding BSBR

Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Root Financial Partners's BSBR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Santander (BSBR) in Q3 2026: 40 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #3480 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSBR as recently as Q1 2026.

Root Financial Partners first reported a position in BSBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $302 in Q1 2026. 15 funds tracked by Wall St. Rank hold BSBR as of Q3 2026.

  • Root Financial Partners held 40 shares of Santander worth $223 as of Q3 2026.
  • Santander was a new Root Financial Partners position in Q3 2026.
  • Santander made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3480 holding.
  • Root Financial Partners first reported a position in Santander in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Santander position peaked at $302 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Santander as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.