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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX BLACKSTONE INC Financial Services 3,185.0 $375K 0.00% -35K -91.6% $117.67 +22.1%
142 ABNB AIRBNB INC Consumer Cyclical 2,523.0 $361K 0.00% -13K -83.2% $143.10 +32.9%
143 EW EDWARDS LIFESCIENCES CORP Healthcare 3,922.0 $355K 0.00% -467.0 -10.6% $90.46 +0.0%
144 SUI SUN CMNTYS INC Real Estate 2,911.0 $349K 0.00% -1K -28.6% $119.91 +2.9%
145 UGI UGI CORP NEW Utilities 9,891.0 $342K 0.00% -761.0 -7.1% $34.54 +10.6%
146 MMM 3M CO Industrials 2,020.0 $327K 0.00% -11K -84.2% $161.91 +10.6%
147 LEU CENTRUS ENERGY CORP Energy 1,945.0 $327K 0.00% -5K -70.8% $167.87 +5.5%
148 CVS CVS HEALTH CORP Healthcare 3,138.0 $325K 0.00% -2K -34.6% $103.45 -9.0%
149 TFC TRUIST FINL CORP Financial Services 5,952.0 $297K 0.00% -3K -35.6% $49.82 +2.0%
150 UNP UNION PAC CORP Industrials 1,080.0 $294K 0.00% -61K -98.3% $272.00 +13.9%
151 MO ALTRIA GROUP INC Consumer Defensive 3,882.0 $279K 0.00% -154K -97.5% $71.95 -4.8%
152 XBI SPDR SERIES TRUST 1,606.0 $254K 0.00% -1K -45.7% $158.25 +3.7%
153 IEV ISHARES TR 3,449.0 $251K 0.00% -452.0 -11.6% $72.85 +4.2%
154 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,403.0 $247K 0.00% -2K -35.2% $72.51 +12.5%
155 PPG PPG INDS INC Basic Materials 2,018.0 $245K 0.00% -16K -88.6% $121.29 -6.6%
156 MCK MCKESSON CORP Healthcare 315.0 $238K 0.00% -500.0 -61.4% $755.60 +15.6%
157 RUN SUNRUN INC Energy 17,570.0 $235K 0.00% -11K -37.7% $13.38 -33.3%
158 AMT AMERICAN TOWER CORP Real Estate 1,397.0 $229K 0.00% -8K -85.7% $163.57 +9.1%
159 FLNC FLUENCE ENERGY INC Utilities 11,243.0 $224K 0.00% -3K -18.4% $19.88 -45.4%
160 AAL AMERICAN AIRLINES GROUP INC Industrials 12,160.0 $220K 0.00% -129K -91.4% $18.07 -24.6%
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
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%