WPW
SAN icon

Waldron Private Wealth’s Banco Santander SAN Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-28,890
Closed -$132K – 405
2024
Q4 		$132K Buy
28,890
+14,566
+102% +$70K 0.01% 405
2024
Q3 		$73.1K Buy
14,324
+1,937
+16% +$9.31K ﹤0.01% 426
2024
Q2 		$57.4K Buy
12,387
+664
+6% +$3.27K ﹤0.01% 409
2024
Q1 		$56.7K Sell
11,723
-1,814
-13% -$7.58K ﹤0.01% 416
2023
Q4 		$56K Buy
+13,537
New +$53K ﹤0.01% 405
2023
Q2 		– Sell
-10,770
Closed -$39.7K – 418
2023
Q1 		$39.7K Buy
+10,770
New +$38.3K ﹤0.01% 409

Other funds holding SAN

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waldron Private Wealth's SAN Position: Q1 2025 in Review

Waldron Private Wealth sold out of Banco Santander (SAN) in Q1 2025, closing a stake of 28,890 shares — an estimated $132K sold.

Waldron Private Wealth first reported a position in SAN in Q1 2023 and held it in 6 quarters. The position peaked at $132K in Q4 2024. 424 funds tracked by Wall St. Rank hold SAN as of Q1 2025.

  • Waldron Private Wealth reported no remaining Banco Santander position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 28,890 Banco Santander shares in Q1 2025, an estimated $132K.
  • Waldron Private Wealth first reported a position in Banco Santander in Q1 2023 and held it in 6 quarters.
  • Waldron Private Wealth's Banco Santander position peaked at $132K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held Banco Santander as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.