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Cape Investment Advisory’s Banco Santander SAN Stock Holding History

Cape Investment Advisory’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 		$10.5K Buy
+764
New +$9.47K ﹤0.01% 853
2026
Q1 		– Sell
-435
Closed -$5.1K – 997
2025
Q4 		$5.1K Buy
+435
New +$4.62K ﹤0.01% 899

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

Cape Investment Advisory's SAN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Banco Santander (SAN) in Q2 2026: 764 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SAN as recently as Q4 2025.

Cape Investment Advisory first reported a position in SAN in Q4 2025 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Cape Investment Advisory held 764 shares of Banco Santander worth $10.5K as of Q2 2026.
  • Banco Santander was a new Cape Investment Advisory position in Q2 2026.
  • Banco Santander made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #853 holding.
  • Cape Investment Advisory first reported a position in Banco Santander in Q4 2025 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.