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Portfolio (Quarterly) Guide ↗

Banco Santander, S.A.

· CIK 0000891478
13F Portfolio $16.1B AUM 929 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 215 Added 163 Reduced 40 Exited
Page 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SEIC SEI INVTS CO Financial Services 59,549.0 $5.2M 0.03% +12K +25.2% $87.71 +26.3%
122 TDG TRANSDIGM GROUP INC Industrials 3,872.0 $5.2M 0.03% +276.0 +7.7% $1332.04 -10.0%
123 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 15,441.0 $5.1M 0.03% +3K +27.2% $330.46 -0.1%
124 YUM YUM BRANDS INC Consumer Cyclical 31,049.0 $5.0M 0.03% +6K +21.8% $159.86 -1.6%
125 MXI ISHARES TR 46,430.0 $4.9M 0.03% +11K +31.9% $105.84 +10.9%
126 IGSB ISHARES TR 93,094.0 $4.9M 0.03% +2K +2.6% $52.41 -0.5%
127 SCCO SOUTHERN COPPER CORP Basic Materials 27,856.0 $4.9M 0.03% +21K +297.9% $174.26 +22.9%
128 IXC ISHARES TR 97,784.0 $4.8M 0.03% +21K +26.6% $49.13 +17.9%
129 B BARRICK MNG CORP Basic Materials 129,827.0 $4.7M 0.03% +16K +14.2% $36.45 +32.1%
130 HWM HOWMET AEROSPACE INC Industrials 17,297.0 $4.7M 0.03% +2K +13.9% $268.86 -2.1%
131 VIST VISTA ENERGY S.A.B. DE C.V. Energy 66,066.0 $4.2M 0.03% +46K +235.2% $63.80 +10.8%
132 USFR WISDOMTREE TR 82,830.0 $4.2M 0.03% +57K +226.6% $50.35 +0.3%
133 BLOCK INC 54,190.0 $4.1M 0.03% +13K +31.8% $76.00
134 AXP AMERICAN EXPRESS CO Financial Services 11,824.0 $4.0M 0.03% +3K +34.8% $338.25 -0.3%
135 XP XP INC Financial Services 245,542.0 $4.0M 0.03% +111K +82.0% $16.26 +5.0%
136 ILMN ILLUMINA INC Healthcare 21,908.0 $3.9M 0.02% +4K +21.9% $175.83 +27.0%
137 ALC ALCON AG Healthcare 55,419.0 $3.7M 0.02% +38K +219.1% $67.10 +9.8%
138 OXY OCCIDENTAL PETE CORP Energy 74,713.0 $3.6M 0.02% +50K +198.3% $48.57 +23.8%
139 AMER SPORTS INC 104,380.0 $3.5M 0.02% +48K +84.4% $33.84
140 BLK BLACKROCK INC Financial Services 3,490.0 $3.4M 0.02% +467.0 +15.4% $961.56 +21.9%
Page 7 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 32.8%
Consumer Cyclical 7.5%
Communication Services 6.7%
Healthcare 5.1%
Industrials 4.9%
Consumer Defensive 2.9%
Energy 1.6%
Utilities 1.3%
Basic Materials 0.8%