Diversify Advisory Services’s Banco Santander SAN Stock Holding History

Diversify Advisory Services’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	$598K	Buy	44,403 +5,376	+14%	+$76.8K	0.01%	858
2026 Q2	$546K	Buy	+39,027	New	+$484K	0.01%	834
2026 Q1	–	Sell	-12,741	Closed	-$156K	–	717
2025 Q4	$156K	Sell	12,741 -507	-4%	-$5.38K	﹤0.01%	890
2025 Q3	$135K	Buy	13,248 +2,172	+20%	+$20.2K	﹤0.01%	855
2025 Q2	$104K	Buy	+11,076	New	+$82.4K	﹤0.01%	811

Other funds holding SAN

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Diversify Advisory Services's SAN Position: Q3 2026 in Review

Diversify Advisory Services increased its Banco Santander (SAN) stake by 14% in Q3 2026, buying an estimated $76.8K and bringing the position to 44,403 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #858.

Diversify Advisory Services first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

Diversify Advisory Services held 44,403 shares of Banco Santander worth $598K as of Q3 2026.
Diversify Advisory Services bought 5,376 Banco Santander shares in Q3 2026, an estimated $76.8K.
Banco Santander made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #858 holding.
Diversify Advisory Services first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
160 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.