SAN β€” BANCO SANTANDER S.A.

Ownership history in BigSur Wealth Management LLC  Β·  11 quarters on record

AI Ownership Summary

BigSur Wealth Management LLC reported BANCO SANTANDER S.A. (SAN) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows SAN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BigSur Wealth Management LLC's position in BANCO SANTANDER S.A., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SAN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BigSur Wealth Management LLC held SAN β€” position size vs. price
% of Fund (quarterly)    SAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 12,986 β€” 0% 0.03% $136K 2025-10-14 $9.93
2025 Q2 REDUCED 12,986 -5,579 -30.1% 0.03% $108K 2025-07-15 $8.31
2025 Q1 REDUCED 18,565 -13,364 -41.9% 0.03% $124K 2025-04-16 $6.58
2024 Q4 ADDED 31,929 +3,381 +11.8% 0.04% $146K 2025-01-16 $4.81
2024 Q3 ADDED 28,548 +1,209 +4.4% 0.04% $146K 2024-10-16 $4.81
2024 Q2 REDUCED 27,339 -7,043 -20.5% 0.04% $127K 2024-07-22 $4.73
2024 Q1 UNCHANGED 34,382 β€” 0% 0.05% $166K 2024-05-22 $4.93
2023 Q4 ADDED 34,382 +872 +2.6% 0.07% $142K 2024-02-12 $3.74
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BigSur Wealth Management LLC and SAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BigSur Wealth Management LLC reported owning SAN?

BigSur Wealth Management LLC reported SAN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SAN position in BigSur Wealth Management LLC's portfolio?

The largest reported portfolio weight for SAN was 0.07% in 2023 Q4.

What is the latest reported SAN position on this page?

The most recent filing on this page is 2025 Q3, when BigSur Wealth Management LLC reported 12,986 shares, equal to 0.03% of portfolio, with an estimated market value of $136K.

What does the chart on this SAN ownership page compare?

The chart compares BigSur Wealth Management LLC's quarterly SAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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