EWA
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EverSource Wealth Advisors’s Banco Santander SAN Stock Holding History

EverSource 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 		$555K Sell
40,219
-20,483
-34% -$254K 0.02% 533
2026
Q1 		$685K Buy
60,702
+21,327
+54% +$254K 0.02% 483
2025
Q4 		$462K Buy
39,375
+1,440
+4% +$15.3K 0.02% 569
2025
Q3 		$398K Buy
37,935
+5,086
+15% +$47.4K 0.02% 591
2025
Q2 		$273K Buy
32,849
+12,894
+65% +$95.9K 0.01% 718
2025
Q1 		$134K Buy
19,955
+2,303
+13% +$13.5K 0.01% 806
2024
Q4 		$80.5K Sell
17,652
-897
-5% -$4.31K ﹤0.01% 981
2024
Q3 		$94.6K Sell
18,549
-2,799
-13% -$13.5K 0.01% 805
2024
Q2 		$104K Buy
21,348
+992
+5% +$4.88K 0.01% 782
2024
Q1 		$97.7K Sell
20,356
-3,277
-14% -$13.7K 0.01% 717
2023
Q4 		$97.8K Buy
23,633
+226
+1% +$884 0.01% 645
2023
Q3 		$88K Buy
23,407
+641
+3% +$2.43K 0.01% 615
2023
Q2 		$84.5K Buy
22,766
+453
+2% +$1.6K 0.01% 640
2023
Q1 		$82.3K Buy
22,313
+2,100
+10% +$7.48K 0.01% 610
2022
Q4 		$59.6K Buy
20,213
+4,452
+28% +$12.2K 0.01% 696
2022
Q3 		$37K Sell
15,761
-5,099
-24% -$12.8K 0.01% 721
2022
Q2 		$58K Buy
20,860
+16,979
+437% +$51.9K 0.02% 579
2022
Q1 		$13K Buy
+3,881
New +$13.6K ﹤0.01% 884

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

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

EverSource Wealth Advisors reduced its Banco Santander (SAN) stake by 34% in Q2 2026, selling an estimated $254K and leaving 40,219 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #533.

EverSource Wealth Advisors first reported a position in SAN in Q1 2022 and has held it in 18 quarters since. The position peaked at $685K in Q1 2026. 658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • EverSource Wealth Advisors held 40,219 shares of Banco Santander worth $555K as of Q2 2026.
  • EverSource Wealth Advisors sold 20,483 Banco Santander shares in Q2 2026, an estimated $254K.
  • Banco Santander made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • EverSource Wealth Advisors first reported a position in Banco Santander in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Banco Santander position peaked at $685K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.