Crestwood Advisors Group’s Banco Santander SAN Stock Holding History

Crestwood Advisors 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	$341K	Buy	24,700 +5,456	+28%	+$67.6K	0.01%	627
2026 Q1	$217K	Buy	19,244 +4,487	+30%	+$53.5K	﹤0.01%	706
2025 Q4	$173K	Buy	+14,757	New	+$157K	﹤0.01%	678
2021 Q1	–	Sell	-90,654	Closed	-$276K	–	271
2020 Q4	$276K	Buy	+90,654	New	+$230K	0.01%	224
2020 Q2	–	Sell	-86,097	Closed	-$194K	–	245
2020 Q1	$194K	Buy	+86,097	New	+$295K	0.01%	209

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

Crestwood Advisors Group's SAN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Banco Santander (SAN) stake by 28% in Q2 2026, buying an estimated $67.6K and bringing the position to 24,700 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #627.

Crestwood Advisors Group first reported a position in SAN in Q1 2020 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Crestwood Advisors Group held 24,700 shares of Banco Santander worth $341K as of Q2 2026.
Crestwood Advisors Group bought 5,456 Banco Santander shares in Q2 2026, an estimated $67.6K.
Banco Santander made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #627 holding.
Crestwood Advisors Group first reported a position in Banco Santander in Q1 2020 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.