Root Financial Partners
SAN icon

Root Financial Partners’s Banco Santander SAN Stock Holding History

Root Financial Partners’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 		$78.4K Buy
+5,667
New +$81K ﹤0.01% 869
2026
Q2 		– Sell
-2,910
Closed -$32.8K – 2635
2026
Q1 		$32.8K Sell
2,910
-708
-20% -$8.44K ﹤0.01% 1063
2025
Q4 		$42.4K Buy
3,618
+1,268
+54% +$13.5K ﹤0.01% 784
2025
Q3 		$24.6K Buy
+2,350
New +$21.9K ﹤0.01% 1006

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

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

Root Financial Partners opened a new position in Banco Santander (SAN) in Q3 2026: 5,667 shares worth $78.4K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAN as recently as Q1 2026.

Root Financial Partners first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Root Financial Partners held 5,667 shares of Banco Santander worth $78.4K as of Q3 2026.
  • Banco Santander was a new Root Financial Partners position in Q3 2026.
  • Banco Santander made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #869 holding.
  • Root Financial Partners first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

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