Baron Wealth Management LLC

Position in SAN — Banco Santander, S.A.

CIK 1968507 TROY, MI

Position in SAN

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,305,838

+$254,588 QoQ

Shares Held

94,626

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#177

of 656 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $7,518,875 across 8 Banks - Diversified names. SAN ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,315	$2,067,088
2	SAN	Banco Santander, S.A. This page	94,626	$1,305,838
3	BCS	Barclays PLC	40,847	$1,097,150
4	BAC	Bank Of America Corp /De/	12,586	$717,150
5	WFC	Wells Fargo & Company/Mn	8,040	$664,425
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	24,421	$611,990
7	C	Citigroup Inc	4,257	$595,809
8	CM	Canadian Imperial Bank Of Commerce /Can/	3,995	$459,425

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,838	94,626	+1.5%	Shares	Sole	2026-07-07
2026-03-31	$1,051,250	93,196	+1.3%	Shares	Sole	2026-04-16
2025-12-31	$1,079,558	92,034	-6.2%	Shares	Sole	2026-01-14
2025-09-30	$1,028,695	98,158	+3.0%	Shares	Sole	2025-10-20
2025-06-30	$791,089	95,312	+24.8%	Shares	Sole	2025-07-09
2025-03-31	$511,813	76,390	+113.2%	Shares	Sole	2025-05-14
2024-12-31	$163,407	35,835	+1.1%	Shares	Sole	2025-01-23
2024-09-30	$180,825	35,456	+19.1%	Shares	Sole	2024-11-07
2024-06-30	$137,848	29,773	-6.2%	Shares	Sole	2024-08-13
2024-03-31	$153,558	31,727	+5.0%	Shares	Sole	2024-05-08
2023-12-31	$125,110	30,220	+16.5%	Shares	Sole	2024-01-04
2023-09-30	$97,564	25,948	-3.8%	Shares	Sole	2023-11-01
2023-06-30	$100,054	26,969	+22.2%	Shares	Sole	2023-08-08
2023-03-31	$81,464	22,077	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.