GeoWealth Management’s Banco Santander SAN Stock Holding History

GeoWealth 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 Q2	$302K	Buy	21,857 +494	+2%	+$6.12K	0.01%	652
2026 Q1	$241K	Sell	21,363 -1,047	-5%	-$12.5K	0.01%	677
2025 Q4	$263K	Sell	22,410 -884	-4%	-$9.38K	0.01%	598
2025 Q3	$244K	Sell	23,294 -438	-2%	-$4.08K	0.01%	642
2025 Q2	$197K	Buy	23,732 +4,066	+21%	+$30.2K	0.01%	666
2025 Q1	$132K	Sell	19,666 -3,901	-17%	-$22.8K	0.01%	742
2024 Q4	$107K	Buy	23,567 +10,615	+82%	+$51K	﹤0.01%	950
2024 Q3	$66.1K	Buy	12,952 +1,007	+8%	+$4.84K	﹤0.01%	997
2024 Q2	$55.3K	Buy	+11,945	New	+$58.8K	﹤0.01%	811
2019 Q3	–	Sell	-11,478	Closed	-$50K	–	217
2019 Q2	$50K	Buy	+11,478	New	+$51.6K	0.13%	45

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's SAN Position: Q2 2026 in Review

GeoWealth Management increased its Banco Santander (SAN) stake by 2.3% in Q2 2026, buying an estimated $6.12K and bringing the position to 21,857 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #652.

GeoWealth Management first reported a position in SAN in Q2 2019 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

GeoWealth Management held 21,857 shares of Banco Santander worth $302K as of Q2 2026.
GeoWealth Management bought 494 Banco Santander shares in Q2 2026, an estimated $6.12K.
Banco Santander made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #652 holding.
GeoWealth Management first reported a position in Banco Santander in Q2 2019 and has held it in 10 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.