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Diversify Wealth Management’s Banco Santander SAN Stock Holding History

Diversify Wealth Management’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
Q1 		$487K Buy
40,661
+28,292
+229% +$337K 0.01% 822
2025
Q4 		$151K Buy
12,369
+1,934
+19% +$20.5K 0.01% 604
2025
Q3 		$106K Buy
+10,435
New +$97.1K 0.01% 530

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversify Wealth Management's SAN Position: Q1 2026 in Review

Diversify Wealth Management increased its Banco Santander (SAN) stake by 229% in Q1 2026, buying an estimated $337K and bringing the position to 40,661 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #822.

Diversify Wealth Management first reported a position in SAN in Q3 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Diversify Wealth Management held 40,661 shares of Banco Santander worth $487K as of Q1 2026.
  • Diversify Wealth Management bought 28,292 Banco Santander shares in Q1 2026, an estimated $337K.
  • Banco Santander made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #822 holding.
  • Diversify Wealth Management first reported a position in Banco Santander in Q3 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.