Avior Wealth Management
SAN icon

Avior Wealth Management’s Banco Santander SAN Stock Holding History

Avior Wealth Management’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
Q3 		$250K Buy
18,096
+987
+6% +$14.1K 0.01% 706
2026
Q2 		$236K Buy
+17,109
New +$212K 0.01% 714
2025
Q1 		– Sell
-4,479
Closed -$20.4K – 2020
2024
Q4 		$20.4K Buy
4,479
+1,571
+54% +$7.55K ﹤0.01% 1404
2024
Q3 		$14.8K Hold
2,908
– – ﹤0.01% 1438
2024
Q2 		$13.5K Sell
2,908
-1,235
-30% -$6.08K ﹤0.01% 1434
2024
Q1 		$20.1K Buy
+4,143
New +$17.3K ﹤0.01% 1602
2023
Q3 		– Sell
-2
Closed -$7 – 1662
2023
Q2 		$7 Hold
2
– – ﹤0.01% 1558
2023
Q1 		$7 Hold
2
– – ﹤0.01% 1622
2022
Q4 		$5 Hold
2
– – ﹤0.01% 1274
2022
Q3 		$0 Buy
+2
New +$5 ﹤0.01% 1275
2021
Q4 		– Sell
-923
Closed -$3K – 1210
2021
Q3 		$3K Buy
923
+82
+10% +$303 ﹤0.01% 909
2021
Q2 		$3K Hold
841
– – ﹤0.01% 874
2021
Q1 		$2K Sell
841
-242
-22% -$820 ﹤0.01% 916
2020
Q4 		$3K Hold
1,083
– – ﹤0.01% 852
2020
Q3 		$1K Buy
+1,083
New +$2.33K ﹤0.01% 891
2020
Q2 		– Sell
-768
Closed -$1K – 981
2020
Q1 		$1K Hold
768
– – ﹤0.01% 743
2019
Q4 		$3K Sell
768
-2
-0.3% -$8 ﹤0.01% 699
2019
Q3 		$2K Hold
770
– – ﹤0.01% 687
2019
Q2 		$3K Buy
+770
New +$3.46K ﹤0.01% 705
2019
Q1 		– Sell
-751
Closed -$3K – 703
2018
Q4 		$3K Buy
+751
New +$3.41K ﹤0.01% 656
2017
Q3 		– Sell
-1,165
Closed -$7K – 509
2017
Q2 		$7K Buy
+1,165
New +$7.23K ﹤0.01% 346

Other funds holding SAN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management's SAN Position: Q3 2026 in Review

Avior Wealth Management increased its Banco Santander (SAN) stake by 5.8% in Q3 2026, buying an estimated $14.1K and bringing the position to 18,096 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #706.

Avior Wealth Management first reported a position in SAN in Q2 2017 and has held it in 21 quarters since. 73 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Avior Wealth Management held 18,096 shares of Banco Santander worth $250K as of Q3 2026.
  • Avior Wealth Management bought 987 Banco Santander shares in Q3 2026, an estimated $14.1K.
  • Banco Santander made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #706 holding.
  • Avior Wealth Management first reported a position in Banco Santander in Q2 2017 and has held it in 21 quarters since.
  • 73 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.