Curated Wealth Partners’s Banco Santander SAN Stock Holding History

Curated Wealth Partners’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	–	Sell	-12,938	Closed	-$146K	–	883
2026 Q1	$146K	Hold	12,938	–	–	0.02%	221
2025 Q4	$152K	Buy	+12,938	New	+$137K	0.02%	204

Other funds holding SAN

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Curated Wealth Partners's SAN Position: Q2 2026 in Review

Curated Wealth Partners sold out of Banco Santander (SAN) in Q2 2026, closing a stake of 12,938 shares — an estimated $146K sold.

Curated Wealth Partners first reported a position in SAN in Q4 2025 and held it in 2 quarters. The position peaked at $152K in Q4 2025. 201 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Curated Wealth Partners reported no remaining Banco Santander position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 12,938 Banco Santander shares in Q2 2026, an estimated $146K.
Curated Wealth Partners first reported a position in Banco Santander in Q4 2025 and held it in 2 quarters.
Curated Wealth Partners's Banco Santander position peaked at $152K in Q4 2025.
201 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.