CogentBlue Wealth Advisors’s Banco Santander SAN Stock Holding History

CogentBlue Wealth 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	$309K	Sell	22,417 -1,503	-6%	-$18.6K	0.18%	72
2026 Q1	$270K	Buy	23,920 +1,780	+8%	+$21.2K	0.18%	54
2025 Q4	$260K	Buy	22,140 +327	+1%	+$3.47K	0.18%	59
2025 Q3	$229K	Buy	21,813 +2,077	+11%	+$19.3K	0.16%	66
2025 Q2	$164K	Buy	19,736 +2,315	+13%	+$17.2K	0.13%	70
2025 Q1	$117K	Buy	17,421 +6,367	+58%	+$37.3K	0.1%	64
2024 Q4	$50.4K	Buy	+11,054	New	+$53.1K	0.04%	59

Other funds holding SAN

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MGM

Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CogentBlue Wealth Advisors's SAN Position: Q2 2026 in Review

CogentBlue Wealth Advisors reduced its Banco Santander (SAN) stake by 6.3% in Q2 2026, selling an estimated $18.6K and leaving 22,417 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #72.

CogentBlue Wealth Advisors first reported a position in SAN in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

CogentBlue Wealth Advisors held 22,417 shares of Banco Santander worth $309K as of Q2 2026.
CogentBlue Wealth Advisors sold 1,503 Banco Santander shares in Q2 2026, an estimated $18.6K.
Banco Santander made up 0.18% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #72 holding.
CogentBlue Wealth Advisors first reported a position in Banco Santander in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.