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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's SAN Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Banco Santander (SAN) in Q2 2026: 17,109 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in SAN as recently as Q4 2024.

Avior Wealth Management first reported a position in SAN in Q2 2017 and has held it in 20 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Avior Wealth Management held 17,109 shares of Banco Santander worth $236K as of Q2 2026.
Banco Santander was a new Avior Wealth Management position in Q2 2026.
Banco Santander made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #714 holding.
Avior Wealth Management first reported a position in Banco Santander in Q2 2017 and has held it in 20 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.