SWP
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Sagespring Wealth Partners’s Banco Santander SAN Stock Holding History

Sagespring Wealth 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
Q1 		$953K Buy
84,465
+8,177
+11% +$97.5K 0.02% 331
2025
Q4 		$895K Buy
76,288
+4,349
+6% +$46.2K 0.02% 327
2025
Q3 		$754K Buy
71,939
+4,671
+7% +$43.5K 0.01% 358
2025
Q2 		$558K Buy
67,268
+22,017
+49% +$164K 0.01% 411
2025
Q1 		$303K Buy
45,251
+13,104
+41% +$76.7K 0.01% 510
2024
Q4 		$147K Buy
+32,147
New +$155K ﹤0.01% 595

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return