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Carter Financial Group’s Banco Santander SAN Stock Holding History

Carter Financial Group’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 		$208K Sell
15,106
-16,820
-53% -$208K 0.11% 127
2026
Q1 		$360K Buy
31,926
+638
+2% +$7.61K 0.22% 75
2025
Q4 		$367K Buy
+31,288
New +$332K 0.22% 78

Other funds holding SAN

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Carter Financial Group's SAN Position: Q2 2026 in Review

Carter Financial Group reduced its Banco Santander (SAN) stake by 53% in Q2 2026, selling an estimated $208K and leaving 15,106 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #127.

Carter Financial Group first reported a position in SAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 263 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Carter Financial Group held 15,106 shares of Banco Santander worth $208K as of Q2 2026.
  • Carter Financial Group sold 16,820 Banco Santander shares in Q2 2026, an estimated $208K.
  • Banco Santander made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #127 holding.
  • Carter Financial Group first reported a position in Banco Santander in Q4 2025 and has held it in 3 quarters since.
  • Carter Financial Group's Banco Santander position peaked at $367K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.