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Genesis Private Wealth’s Banco Santander SAN Stock Holding History

Genesis 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 		$161K Sell
11,682
-102
-0.9% -$1.26K 0.05% 192
2026
Q1 		$133K Buy
11,784
+319
+3% +$3.8K 0.04% 182
2025
Q4 		$134K Sell
11,465
-137
-1% -$1.45K 0.04% 179
2025
Q3 		$122K Buy
11,602
+518
+5% +$4.82K 0.05% 157
2025
Q2 		$92K Buy
+11,084
New +$82.4K 0.04% 154

Other funds holding SAN

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Genesis Private Wealth reduced its Banco Santander (SAN) stake by 0.87% in Q2 2026, selling an estimated $1.26K and leaving 11,682 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #192.

Genesis Private Wealth first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Genesis Private Wealth held 11,682 shares of Banco Santander worth $161K as of Q2 2026.
  • Genesis Private Wealth sold 102 Banco Santander shares in Q2 2026, an estimated $1.26K.
  • Banco Santander made up 0.05% of Genesis Private Wealth's portfolio in Q2 2026, its #192 holding.
  • Genesis Private Wealth first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.