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 Q3	–	Sell	-22,417	Closed	-$309K	–	92
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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

CogentBlue Wealth Advisors's SAN Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Banco Santander (SAN) in Q3 2026, closing a stake of 22,417 shares — an estimated $309K sold.

CogentBlue Wealth Advisors first reported a position in SAN in Q4 2024 and held it in 7 quarters. The position peaked at $309K in Q2 2026. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining Banco Santander position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 22,417 Banco Santander shares in Q3 2026, an estimated $309K.
CogentBlue Wealth Advisors first reported a position in Banco Santander in Q4 2024 and held it in 7 quarters.
CogentBlue Wealth Advisors's Banco Santander position peaked at $309K in Q2 2026.
37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.