DWM
SAN icon

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
Q2 		$546K Sell
39,027
-1,634
-4% -$20.3K 0.01% 834
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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diversify Wealth Management's SAN Position: Q2 2026 in Review

Diversify Wealth Management reduced its Banco Santander (SAN) stake by 4% in Q2 2026, selling an estimated $20.3K and leaving 39,027 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #834.

Diversify Wealth Management first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Diversify Wealth Management held 39,027 shares of Banco Santander worth $546K as of Q2 2026.
  • Diversify Wealth Management sold 1,634 Banco Santander shares in Q2 2026, an estimated $20.3K.
  • Banco Santander made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #834 holding.
  • Diversify Wealth Management first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.