Trust Point Inc’s Banco Santander SAN Stock Holding History

Trust Point Inc’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	$847K	Sell	61,357 -2,079	-3%	-$25.8K	0.07%	144
2026 Q1	$716K	Buy	63,436 +11,558	+22%	+$138K	0.06%	168
2025 Q4	$609K	Buy	51,878 +9,950	+24%	+$106K	0.05%	185
2025 Q3	$439K	Buy	41,928 +6,583	+19%	+$61.3K	0.04%	259
2025 Q2	$293K	Buy	35,345 +4,352	+14%	+$32.4K	0.03%	297
2025 Q1	$208K	Buy	30,993 +31	+0.1%	+$181	0.02%	435
2024 Q4	$141K	Buy	30,962 +5,917	+24%	+$28.4K	0.01%	554
2024 Q3	$128K	Buy	25,045 +6,564	+36%	+$31.6K	0.01%	508
2024 Q2	$85.6K	Sell	18,481 -2,611	-12%	-$12.9K	0.01%	492
2024 Q1	$102K	Buy	21,092 +2,571	+14%	+$10.7K	0.01%	520
2023 Q4	$76.7K	Buy	+18,521	New	+$72.5K	0.01%	491

Other funds holding SAN

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return