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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Exencial Wealth Advisors's SAN Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Banco Santander (SAN) in Q1 2026: 11,522 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in SAN as recently as Q3 2025.

Exencial Wealth Advisors first reported a position in SAN in Q3 2019 and has held it in 8 quarters since. 641 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

Exencial Wealth Advisors held 11,522 shares of Banco Santander worth $130K as of Q1 2026.
Banco Santander was a new Exencial Wealth Advisors position in Q1 2026.
Banco Santander made up ﹤0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #556 holding.
Exencial Wealth Advisors first reported a position in Banco Santander in Q3 2019 and has held it in 8 quarters since.
641 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.