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Evolve Private Wealth’s Banco Santander SAN Stock Holding History

Evolve Private Wealth’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 		$605K Sell
43,824
-1,723
-4% -$21.4K 0.04% 443
2026
Q1 		$514K Buy
45,547
+6,799
+18% +$81.1K 0.03% 564
2025
Q4 		$455K Buy
+38,748
New +$411K 0.03% 567

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

Evolve Private Wealth's SAN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Banco Santander (SAN) stake by 3.8% in Q2 2026, selling an estimated $21.4K and leaving 43,824 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #443.

Evolve Private Wealth first reported a position in SAN in Q4 2025 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Evolve Private Wealth held 43,824 shares of Banco Santander worth $605K as of Q2 2026.
  • Evolve Private Wealth sold 1,723 Banco Santander shares in Q2 2026, an estimated $21.4K.
  • Banco Santander made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #443 holding.
  • Evolve Private Wealth first reported a position in Banco Santander in Q4 2025 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

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