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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
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

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

Everhart Financial Group's SAN Position: Q2 2026 in Review

Everhart Financial Group reduced its Banco Santander (SAN) stake by 0.67% in Q2 2026, selling an estimated $1.23K and leaving 14,778 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #455.

Everhart Financial Group first reported a position in SAN in Q1 2025 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Everhart Financial Group held 14,778 shares of Banco Santander worth $204K as of Q2 2026.
  • Everhart Financial Group sold 99 Banco Santander shares in Q2 2026, an estimated $1.23K.
  • Banco Santander made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #455 holding.
  • Everhart Financial Group first reported a position in Banco Santander in Q1 2025 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.