Unique Wealth Strategies’s Banco Santander SAN Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-1	Closed	-$3	–	582
2024 Q2	$3	Buy	+1	New	+$5	﹤0.01%	673

Other funds holding SAN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Unique Wealth Strategies's SAN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 1 share — an estimated $3 sold.

Unique Wealth Strategies first reported a position in SAN in Q2 2024 and held it in 1 quarter. The position peaked at $3 in Q2 2024. 395 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

Unique Wealth Strategies reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 1 Banco Santander share in Q3 2024, an estimated $3.
Unique Wealth Strategies first reported a position in Banco Santander in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Banco Santander position peaked at $3 in Q2 2024.
395 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.