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Everhart Financial Group’s Banco Santander SAN Stock Holding History

Everhart Financial Group’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 		$381K Buy
27,551
+12,773
+86% +$183K 0.02% 332
2026
Q2 		$204K Sell
14,778
-99
-0.7% -$1.23K 0.01% 455
2026
Q1 		$168K Buy
14,877
+2,997
+25% +$35.7K 0.01% 449
2025
Q4 		$139K Buy
11,880
+262
+2% +$2.78K 0.01% 412
2025
Q3 		$122K Buy
11,618
+916
+9% +$8.53K 0.01% 385
2025
Q2 		$88.8K Sell
10,702
-947
-8% -$7.04K 0.01% 335
2025
Q1 		$78K Buy
+11,649
New +$68.2K 0.01% 326

Other funds holding SAN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Everhart Financial Group's SAN Position: Q3 2026 in Review

Everhart Financial Group increased its Banco Santander (SAN) stake by 86% in Q3 2026, buying an estimated $183K and bringing the position to 27,551 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #332.

Everhart Financial Group first reported a position in SAN in Q1 2025 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Everhart Financial Group held 27,551 shares of Banco Santander worth $381K as of Q3 2026.
  • Everhart Financial Group bought 12,773 Banco Santander shares in Q3 2026, an estimated $183K.
  • Banco Santander made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #332 holding.
  • Everhart Financial Group first reported a position in Banco Santander in Q1 2025 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.