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Concurrent Investment Advisors’s Banco Santander SAN Stock Holding History

Concurrent Investment 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 		$449K Buy
32,510
+2,304
+8% +$28.6K ﹤0.01% 1467
2026
Q1 		$341K Buy
30,206
+14,169
+88% +$169K ﹤0.01% 1407
2025
Q4 		$188K Buy
16,037
+3,439
+27% +$36.5K ﹤0.01% 1644
2025
Q3 		$132K Buy
+12,598
New +$117K ﹤0.01% 1399

Other funds holding SAN

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Concurrent Investment Advisors's SAN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Banco Santander (SAN) stake by 7.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 32,510 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Concurrent Investment Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Concurrent Investment Advisors held 32,510 shares of Banco Santander worth $449K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,304 Banco Santander shares in Q2 2026, an estimated $28.6K.
  • Banco Santander made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1467 holding.
  • Concurrent Investment Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.