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Aventura Private Wealth’s Banco Santander SAN Stock Holding History

Aventura Private Wealth’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Hold
20,665
– – 0.09% 147
2026
Q1 		$233K Hold
20,665
– – 0.09% 141
2025
Q4 		$242K Hold
20,665
– – 0.09% 139
2025
Q3 		$217K Buy
+20,665
New +$192K 0.08% 153

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aventura Private Wealth's SAN Position: Q2 2026 in Review

Aventura Private Wealth held its Banco Santander (SAN) position steady in Q2 2026 at 20,665 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #147.

Aventura Private Wealth first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Aventura Private Wealth held 20,665 shares of Banco Santander worth $285K as of Q2 2026.
  • Aventura Private Wealth left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up 0.09% of Aventura Private Wealth's portfolio in Q2 2026, its #147 holding.
  • Aventura Private Wealth first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.