SAN β€” BANCO SANTANDER S.A.

Ownership history in Fulcrum Equity Management  Β·  5 quarters on record

AI Ownership Summary

Fulcrum Equity Management reported BANCO SANTANDER S.A. (SAN) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows SAN at 0.23% 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.

What this SAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fulcrum Equity Management'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
2026 Q1

SAN was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Fulcrum Equity Management held SAN β€” position size vs. price
% of Fund (quarterly)    SAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,893 +5,926 +39.6% 0.23% $236K 2026-05-15 (Est.) $11.41
2025 Q4 UNCHANGED 14,967 β€” 0% 0.16% $157K 2026-01-06 $11.93
2025 Q2 UNCHANGED 14,967 β€” 0% 0.13% $124K 2025-08-25 $9.60
2025 Q1 ADDED 14,967 +773 +5.4% 0.11% $100K 2025-05-01 $6.97
2024 Q4 INITIATED 14,194 β€” β€” 0.06% $65K 2025-03-24 $6.87

🏒 Other funds also holding SAN

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.0%

FAQ About Fulcrum Equity Management and SAN

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

How long has Fulcrum Equity Management reported owning SAN?

Fulcrum Equity Management reported SAN across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SAN position in Fulcrum Equity Management's portfolio?

The largest reported portfolio weight for SAN was 0.23% in 2026 Q1.

What is the latest reported SAN position on this page?

The most recent filing on this page is 2026 Q1, when Fulcrum Equity Management reported 20,893 shares, equal to 0.23% of portfolio, with an estimated market value of $236K.

What does the chart on this SAN ownership page compare?

The chart compares Fulcrum Equity Management'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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