Clearstead Advisors’s Banco Santander SAN Stock Holding History

Clearstead Advisors’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	$679K	Sell	49,185 -27,859	-36%	-$345K	0.01%	658
2026 Q1	$869K	Buy	+77,044	New	+$919K	0.01%	564
2025 Q3	–	Sell	-744	Closed	-$6.18K	–	3223
2025 Q2	$6.18K	Buy	744 +608	+447%	+$4.52K	﹤0.01%	2049
2025 Q1	$912	Sell	136 -51	-27%	-$299	﹤0.01%	1997
2024 Q4	$853	Buy	+187	New	+$899	﹤0.01%	1938
2021 Q3	–	Sell	-461	Closed	-$2K	–	1370
2021 Q2	$2K	Buy	+461	New	+$1.79K	﹤0.01%	1075

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

Clearstead Advisors's SAN Position: Q2 2026 in Review

Clearstead Advisors reduced its Banco Santander (SAN) stake by 36% in Q2 2026, selling an estimated $345K and leaving 49,185 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #658.

Clearstead Advisors first reported a position in SAN in Q2 2021 and has held it in 6 quarters since. The position peaked at $869K in Q1 2026. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Clearstead Advisors held 49,185 shares of Banco Santander worth $679K as of Q2 2026.
Clearstead Advisors sold 27,859 Banco Santander shares in Q2 2026, an estimated $345K.
Banco Santander made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #658 holding.
Clearstead Advisors first reported a position in Banco Santander in Q2 2021 and has held it in 6 quarters since.
Clearstead Advisors's Banco Santander position peaked at $869K in Q1 2026.
660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.