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Portfolio (Quarterly) Guide ↗

Banco Santander, S.A.

· CIK 0000891478
13F Portfolio $12.4B AUM 901 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 163 Added 171 Reduced 58 Exited
Page 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BBD BANCO BRADESCO S A Financial Services 252,846.0 $923K 0.01% +142K +128.3% $3.65 -7.9%
142 CEMB ISHARES INC 19,307.0 $874K 0.01% +2K +11.9% $45.28 +1.0%
143 URI UNITED RENTALS INC Industrials 1,150.0 $838K 0.01% +100.0 +9.5% $728.56 +47.8%
144 PTON PELOTON INTERACTIVE INC Consumer Cyclical 181,917.0 $780K 0.01% +108K +145.3% $4.29 +34.5%
145 VLO VALERO ENERGY CORP Energy 2,991.0 $739K 0.01% +536.0 +21.8% $247.08 -4.4%
146 SNAP SNAP INC Communication Services 146,362.0 $673K 0.01% +133K +1012.0% $4.60 +1.1%
147 BKR BAKER HUGHES COMPANY Energy 10,930.0 $667K 0.01% +3K +39.2% $61.05 -4.3%
148 GAP GAP INC Consumer Cyclical 26,795.0 $648K 0.01% +10K +59.5% $24.20 -12.6%
149 SHOP SHOPIFY INC Technology 5,083.0 $603K 0.01% +4K +262.3% $118.62 -8.2%
150 SPDW SPDR INDEX SHS FDS 12,420.0 $567K 0.01% +381.0 +3.2% $45.65 +13.5%
151 VCSH VANGUARD SCOTTSDALE FDS 7,139.0 $566K 0.01% +4K +114.5% $79.27 -0.5%
152 DASH DOORDASH INC Communication Services 3,671.0 $551K 0.00% +516.0 +16.4% $150.15 +15.5%
153 BLOK AMPLIFY ETF TR 10,810.0 $538K 0.00% +3K +37.7% $49.81 +34.1%
154 ITUB ITAU UNIBANCO HLDG S A Financial Services 55,038.0 $461K 0.00% +20K +58.3% $8.38 -7.0%
155 TFC TRUIST FINL CORP Financial Services 9,237.0 $425K 0.00% +420.0 +4.8% $45.97 +5.1%
156 FITB FIFTH THIRD BANCORP Financial Services 9,007.0 $418K 0.00% +2K +28.7% $46.46 +13.5%
157 XBI SPDR SERIES TRUST 2,959.0 $378K 0.00% +794.0 +36.7% $127.73 +10.2%
158 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 559,530.0 $354K 0.00% +282K +101.7% $0.63 -8.0%
159 CVS CVS HEALTH CORP Healthcare 4,797.0 $345K 0.00% +2K +71.5% $71.82 +36.9%
160 HAL HALLIBURTON CO Energy 8,291.0 $323K 0.00% +1K +14.9% $38.99 -10.4%
Page 8 of 9  ·  163 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
Financial Services 42.4%
Technology 23.3%
Consumer Cyclical 7.9%
Communication Services 7.0%
Healthcare 5.8%
Industrials 4.7%
Consumer Defensive 3.9%
Energy 2.3%
Basic Materials 1.1%
Utilities 1.0%