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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 20 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MET METLIFE INC Financial Services 6,388.0 $452K 0.00% $70.72 +21.0%
382 VZ VERIZON COMMUNICATIONS INC Communication Services 8,648.0 $434K 0.00% -95K -91.7% $50.20 -9.6%
383 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,320.0 $432K 0.00% -12K -89.8% $327.07 +21.1%
384 AJG GALLAGHER ARTHUR J & CO Financial Services 1,983.0 $429K 0.00% $216.58 -1.2%
385 TFC TRUIST FINL CORP Financial Services 9,237.0 $425K 0.00% +420.0 +4.8% $45.97 +5.1%
386 FITB FIFTH THIRD BANCORP Financial Services 9,007.0 $418K 0.00% +2K +28.7% $46.46 +13.5%
387 BOEING CO 6,203.0 $402K 0.00% $64.88
388 USB US BANCORP Financial Services 7,648.0 $398K 0.00% $52.01 +11.8%
389 UGI UGI CORP NEW Utilities 10,652.0 $388K 0.00% NEW $36.42 -7.2%
390 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,248.0 $388K 0.00% NEW $73.90 -0.6%
391 GH GUARDANT HEALTH INC Healthcare 4,193.0 $387K 0.00% NEW $92.37 +42.7%
392 RUN SUNRUN INC Energy 28,210.0 $383K 0.00% NEW $13.56 -0.3%
393 XBI SPDR SERIES TRUST 2,959.0 $378K 0.00% +794.0 +36.7% $127.73 +10.2%
394 UPS UNITED PARCEL SVCS INC Industrials 3,703.0 $364K 0.00% -1K -26.3% $98.38 +6.7%
395 TIP ISHARES TR 3,246.0 $358K 0.00% $110.36 -0.9%
396 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 559,530.0 $354K 0.00% +282K +101.7% $0.63 -8.0%
397 EW EDWARDS LIFESCIENCES CORP Healthcare 4,389.0 $351K 0.00% $80.08 +9.1%
398 KOS KOSMOS ENERGY LTD Energy 124,536.0 $346K 0.00% -30K -19.4% $2.78 -11.9%
399 CVS CVS HEALTH CORP Healthcare 4,797.0 $345K 0.00% +2K +71.5% $71.82 +36.9%
400 PKW INVESCO EXCHANGE TRADED FD T 2,554.0 $335K 0.00% $131.25 +5.2%
Page 20 of 24  ·  470 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%