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True Wealth Design’s Banco Santander SAN Stock Holding History

True Wealth Design’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 		$84.4K Buy
6,115
+238
+4% +$2.95K 0.02% 307
2026
Q1 		$66.3K Buy
5,877
+3,299
+128% +$39.3K 0.02% 321
2025
Q4 		$30.2K Sell
2,578
-44
-2% -$467 0.01% 470
2025
Q3 		$27.5K Buy
+2,622
New +$24.4K 0.01% 494

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's SAN Position: Q2 2026 in Review

True Wealth Design increased its Banco Santander (SAN) stake by 4% in Q2 2026, buying an estimated $2.95K and bringing the position to 6,115 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #307.

True Wealth Design first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • True Wealth Design held 6,115 shares of Banco Santander worth $84.4K as of Q2 2026.
  • True Wealth Design bought 238 Banco Santander shares in Q2 2026, an estimated $2.95K.
  • Banco Santander made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #307 holding.
  • True Wealth Design first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.