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EP Wealth Advisors’s Banco Santander SAN Stock Holding History

EP Wealth Advisors’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 		$869K Buy
62,986
+10,871
+21% +$135K ﹤0.01% 793
2026
Q1 		$588K Sell
52,115
-3,743
-7% -$44.6K ﹤0.01% 835
2025
Q4 		$655K Buy
+55,858
New +$593K ﹤0.01% 755
2025
Q2 		$199K Buy
23,946
+12,557
+110% +$93.4K ﹤0.01% 1263
2025
Q1 		$76.3K Sell
11,389
-727
-6% -$4.25K ﹤0.01% 1263
2024
Q4 		$55.3K Buy
+12,116
New +$58.2K ﹤0.01% 1223

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

EP Wealth Advisors's SAN Position: Q2 2026 in Review

EP Wealth Advisors increased its Banco Santander (SAN) stake by 21% in Q2 2026, buying an estimated $135K and bringing the position to 62,986 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

EP Wealth Advisors first reported a position in SAN in Q4 2024 and has held it in 6 quarters since. 658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • EP Wealth Advisors held 62,986 shares of Banco Santander worth $869K as of Q2 2026.
  • EP Wealth Advisors bought 10,871 Banco Santander shares in Q2 2026, an estimated $135K.
  • Banco Santander made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • EP Wealth Advisors first reported a position in Banco Santander in Q4 2024 and has held it in 6 quarters since.
  • 658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.