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

Exencial 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
Q1 		$130K Buy
+11,522
New +$137K ﹤0.01% 556
2025
Q4 		– Sell
-10,048
Closed -$105K – 563
2025
Q3 		$105K Buy
+10,048
New +$93.5K ﹤0.01% 517
2021
Q3 		– Sell
-17,640
Closed -$69K – 428
2021
Q2 		$69K Hold
17,640
– – ﹤0.01% 440
2021
Q1 		$61K Buy
+17,640
New +$59.8K ﹤0.01% 420
2020
Q3 		– Sell
-11,132
Closed -$26K – 365
2020
Q2 		$26K Sell
11,132
-65
-0.6% -$142 ﹤0.01% 319
2020
Q1 		$25K Buy
11,197
+65
+0.6% +$223 ﹤0.01% 237
2019
Q4 		$44K Hold
11,132
– – 0.01% 264
2019
Q3 		$43K Buy
+11,132
New +$44.2K 0.01% 244

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return