PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Banco Santander SAN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$2.29K	Buy	165 +1	+0.6%	+$12	﹤0.01%	498
2026 Q1	$1.85K	Hold	164	–	–	﹤0.01%	469
2025 Q4	$1.93K	Buy	164 +2	+1%	+$21	﹤0.01%	474
2025 Q3	$1.71K	Hold	162	–	–	﹤0.01%	493
2025 Q2	$1.35K	Buy	162 +2	+1%	+$15	﹤0.01%	448
2025 Q1	$1.08K	Hold	160	–	–	﹤0.01%	436
2024 Q4	$733	Buy	160 +2	+1%	+$10	﹤0.01%	443
2024 Q3	$807	Hold	158	–	–	﹤0.01%	342
2024 Q2	$733	Buy	158 +2	+1%	+$10	﹤0.01%	333
2024 Q1	$755	Hold	156	–	–	﹤0.01%	324
2023 Q4	$646	Buy	+156	New	+$610	﹤0.01%	297

Other funds holding SAN

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WGAM

Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SAN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Banco Santander (SAN) stake by 0.61% in Q2 2026, buying an estimated $12 and bringing the position to 165 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SAN in Q4 2023 and has held it in 11 quarters since. 374 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 165 shares of Banco Santander worth $2.29K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Banco Santander share in Q2 2026, an estimated $12.
Banco Santander made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #498 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Banco Santander in Q4 2023 and has held it in 11 quarters since.
374 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.