Spectrum Planning & Advisory Services’s Banco Santander SAN Stock Holding History

Spectrum Planning & Advisory Services’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	$198K	Buy	+14,318	New	+$177K	0.09%	118

Other funds holding SAN

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spectrum Planning & Advisory Services's SAN Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Banco Santander (SAN) in Q2 2026: 14,318 shares worth $198K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings.

96 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Spectrum Planning & Advisory Services held 14,318 shares of Banco Santander worth $198K as of Q2 2026.
Banco Santander was a new Spectrum Planning & Advisory Services position in Q2 2026.
Banco Santander made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #118 holding.
96 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.