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Diversified Trust’s Banco Santander SAN Stock Holding History

Diversified Trust’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 		$256K Buy
18,578
+1,124
+6% +$13.9K ﹤0.01% 969
2026
Q1 		$197K Buy
17,454
+1,108
+7% +$13.2K ﹤0.01% 979
2025
Q4 		$192K Buy
16,346
+1,831
+13% +$19.4K ﹤0.01% 978
2025
Q3 		$152K Sell
14,515
-2,467
-15% -$23K ﹤0.01% 952
2025
Q2 		$141K Buy
+16,982
New +$126K ﹤0.01% 895

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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BP
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's SAN Position: Q2 2026 in Review

Diversified Trust increased its Banco Santander (SAN) stake by 6.4% in Q2 2026, buying an estimated $13.9K and bringing the position to 18,578 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Diversified Trust first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Diversified Trust held 18,578 shares of Banco Santander worth $256K as of Q2 2026.
  • Diversified Trust bought 1,124 Banco Santander shares in Q2 2026, an estimated $13.9K.
  • Banco Santander made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #969 holding.
  • Diversified Trust first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.