Bogart Wealth LLC’s Banco Santander SAN Stock Holding History

Bogart Wealth LLC’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	$2.31K	Buy	167 +136	+439%	+$1.69K	﹤0.01%	1424
2026 Q1	$350	Hold	31	–	–	﹤0.01%	1656
2025 Q4	$364	Hold	31	–	–	﹤0.01%	1507
2025 Q3	$325	Hold	31	–	–	﹤0.01%	1466
2025 Q2	$257	Hold	31	–	–	﹤0.01%	1396
2025 Q1	$208	Buy	+31	New	+$181	﹤0.01%	1351
2024 Q4	–	Sell	-501	Closed	-$2.55K	–	1369
2024 Q3	$2.55K	Buy	501 +95	+23%	+$457	﹤0.01%	943
2024 Q2	$1.88K	Buy	406 +306	+306%	+$1.51K	﹤0.01%	939
2024 Q1	$484	Buy	+100	New	+$418	﹤0.01%	1017
2023 Q2	–	Sell	-1,846	Closed	-$6.81K	–	1111
2023 Q1	$6.81K	Buy	+1,846	New	+$6.57K	﹤0.01%	659

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

Bogart Wealth LLC's SAN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Banco Santander (SAN) stake by 439% in Q2 2026, buying an estimated $1.69K and bringing the position to 167 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Bogart Wealth LLC first reported a position in SAN in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.81K in Q1 2023. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Bogart Wealth LLC held 167 shares of Banco Santander worth $2.31K as of Q2 2026.
Bogart Wealth LLC bought 136 Banco Santander shares in Q2 2026, an estimated $1.69K.
Banco Santander made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1424 holding.
Bogart Wealth LLC first reported a position in Banco Santander in Q1 2023 and has held it in 10 quarters since.
Bogart Wealth LLC's Banco Santander position peaked at $6.81K in Q1 2023.
662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.