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Wedmont Private Capital’s Banco Santander SAN Stock Holding History

Wedmont Private Capital’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
Q3 		$629K Buy
46,644
+9,517
+26% +$136K 0.02% 522
2026
Q2 		$515K Sell
37,127
-5,575
-13% -$69.1K 0.01% 549
2026
Q1 		$521K Buy
42,702
+1,600
+4% +$19.1K 0.02% 481
2025
Q4 		$485K Buy
41,102
+1,916
+5% +$20.3K 0.02% 488
2025
Q3 		$391K Buy
39,186
+243
+0.6% +$2.26K 0.01% 542
2025
Q2 		$346K Buy
38,943
+171
+0.4% +$1.27K 0.01% 530
2025
Q1 		$249K Buy
38,772
+3,888
+11% +$22.8K 0.01% 571
2024
Q4 		$161K Buy
34,884
+3,565
+11% +$17.1K 0.01% 678
2024
Q3 		$157K Buy
31,319
+3,252
+12% +$15.6K 0.01% 645
2024
Q2 		$136K Buy
28,067
+1,934
+7% +$9.52K 0.01% 627
2024
Q1 		$129K Buy
26,133
+6,769
+35% +$28.3K 0.01% 589
2023
Q4 		$83.1K Buy
19,364
+6,784
+54% +$26.5K 0.01% 559
2023
Q3 		$46.4K Buy
+12,580
New +$47.7K ﹤0.01% 500

Other funds holding SAN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Wedmont Private Capital's SAN Position: Q3 2026 in Review

Wedmont Private Capital increased its Banco Santander (SAN) stake by 26% in Q3 2026, buying an estimated $136K and bringing the position to 46,644 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #522.

Wedmont Private Capital first reported a position in SAN in Q3 2023 and has held it in 13 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Wedmont Private Capital held 46,644 shares of Banco Santander worth $629K as of Q3 2026.
  • Wedmont Private Capital bought 9,517 Banco Santander shares in Q3 2026, an estimated $136K.
  • Banco Santander made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #522 holding.
  • Wedmont Private Capital first reported a position in Banco Santander in Q3 2023 and has held it in 13 quarters since.
  • 37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.