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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 20 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BRCC BRC INC Consumer Defensive 559,385.0 $621K 0.00% NEW — $1.11 +729.7%
382 SHW SHERWIN WILLIAMS CO Basic Materials 1,790.0 $616K 0.00% -492.0 -21.6% $344.32 -4.0%
383 — SPDR INDEX SHS FDS — 3,913.0 $614K 0.00% -8K -67.5% $156.97 —
384 CBRE CBRE GROUP INC Real Estate 4,540.0 $611K 0.00% -560.0 -11.0% $134.69 -2.9%
385 MARA MARA HOLDINGS INC Financial Services 43,362.0 $602K 0.00% NEW — $13.89 -13.7%
386 SO SOUTHERN CO Utilities 6,239.0 $597K 0.00% -148.0 -2.3% $95.71 -12.8%
387 CL COLGATE PALMOLIVE CO Consumer Defensive 6,406.0 $587K 0.00% -2K -24.3% $91.68 -5.7%
388 INDA ISHARES TR — 11,744.0 $580K 0.00% NEW — $49.39 -4.9%
389 VCSH VANGUARD SCOTTSDALE FDS — 7,139.0 $564K 0.00% — — $79.03 -2.3%
390 LIN LINDE PLC Basic Materials 1,036.0 $538K 0.00% NEW — $518.94 -8.8%
391 FISV FISERV INC Technology 10,945.0 $537K 0.00% -930.0 -7.8% $49.05 -7.5%
392 SNAP SNAP INC Communication Services 120,362.0 $534K 0.00% -26K -17.8% $4.44 +20.5%
393 FITB FIFTH THIRD BANCORP Financial Services 9,477.0 $534K 0.00% +470.0 +5.2% $56.37 -9.6%
394 MET METLIFE INC Financial Services 5,989.0 $507K 0.00% -399.0 -6.2% $84.61 +12.5%
395 ASTS AST SPACEMOBILE INC Technology 5,692.0 $506K 0.00% +3K +98.5% $88.86 -33.2%
396 EOG EOG RES INC Energy 3,884.0 $504K 0.00% +2K +113.8% $129.73 +7.7%
397 VZ VERIZON COMMUNICATIONS INC Communication Services 11,823.0 $501K 0.00% +3K +36.7% $42.34 +8.6%
398 LOGI LOGITECH INTL S A Technology 5,223.0 $491K 0.00% +2K +69.5% $94.04 +7.1%
399 AKAM AKAMAI TECHNOLOGIES INC Technology 4,148.0 $490K 0.00% NEW — $118.21 -8.3%
400 NET CLOUDFLARE INC Technology 1,973.0 $484K 0.00% NEW — $245.28 +43.5%
Page 20 of 26  ·  511 positions

① 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%