Forum Financial Management’s Banco Santander SAN Stock Holding History

Forum Financial Management’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	–	Sell	-254,344	Closed	-$2.98M	–	869
2025 Q4	$2.98M	Hold	254,344	–	–	0.04%	109
2025 Q3	$2.67M	Hold	254,344	–	–	0.04%	111
2025 Q2	$2.11M	Sell	254,344 -2,688	-1%	-$20K	0.03%	119
2025 Q1	$1.72M	Hold	257,032	–	–	0.03%	133
2024 Q4	$1.17M	Buy	257,032 +52,337	+26%	+$252K	0.02%	183
2024 Q3	$1.04M	Hold	204,695	–	–	0.02%	185
2024 Q2	$948K	Hold	204,695	–	–	0.02%	185
2024 Q1	$991K	Hold	204,695	–	–	0.02%	196
2023 Q4	$847K	Buy	204,695 +25,664	+14%	+$100K	0.02%	186
2023 Q3	$673K	Hold	179,031	–	–	0.01%	216
2023 Q2	$664K	Sell	179,031 -35	-0%	-$124	0.01%	229
2023 Q1	$661K	Sell	179,066 -10,714	-6%	-$38.1K	0.02%	209
2022 Q4	$560K	Hold	189,780	–	–	0.02%	230
2022 Q3	$440K	Hold	189,780	–	–	0.02%	244
2022 Q2	$531K	Hold	189,780	–	–	0.03%	223
2022 Q1	$641K	Hold	189,780	–	–	0.03%	200
2021 Q4	$624K	Buy	+189,780	New	+$667K	0.03%	201

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

Forum Financial Management's SAN Position: Q1 2026 in Review

Forum Financial Management sold out of Banco Santander (SAN) in Q1 2026, closing a stake of 254,344 shares — an estimated $2.98M sold.

Forum Financial Management first reported a position in SAN in Q4 2021 and held it in 17 quarters. The position peaked at $2.98M in Q4 2025. 640 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

Forum Financial Management reported no remaining Banco Santander position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 254,344 Banco Santander shares in Q1 2026, an estimated $2.98M.
Forum Financial Management first reported a position in Banco Santander in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Banco Santander position peaked at $2.98M in Q4 2025.
640 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.