Heritage Wealth Advisors’s Banco Santander SAN Stock Holding History

Heritage 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 Q2	$5.52K	Hold	400	–	–	﹤0.01%	564
2026 Q1	$4.51K	Hold	400	–	–	﹤0.01%	573
2025 Q4	$4.69K	Hold	400	–	–	﹤0.01%	501
2025 Q3	$4.19K	Hold	400	–	–	﹤0.01%	483
2025 Q2	$3.32K	Hold	400	–	–	﹤0.01%	487
2025 Q1	$2.68K	Sell	400 -212	-35%	-$1.24K	﹤0.01%	490
2024 Q4	$2.79K	Buy	612 +37	+6%	+$178	﹤0.01%	539
2024 Q3	$2.93K	Buy	575 +175	+44%	+$841	﹤0.01%	528
2024 Q2	$1.85K	Hold	400	–	–	﹤0.01%	478
2024 Q1	$1.94K	Hold	400	–	–	﹤0.01%	496
2023 Q4	$1.66K	Hold	400	–	–	﹤0.01%	508
2023 Q3	$1.5K	Hold	400	–	–	﹤0.01%	470
2023 Q2	$1.48K	Hold	400	–	–	﹤0.01%	508
2023 Q1	$1.48K	Hold	400	–	–	﹤0.01%	524
2022 Q4	$1.18K	Hold	400	–	–	﹤0.01%	518
2022 Q3	$928	Hold	400	–	–	﹤0.01%	498
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	543
2022 Q1	$1K	Hold	400	–	–	﹤0.01%	522
2021 Q4	$1K	Buy	+400	New	+$1.41K	﹤0.01%	531

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

Heritage Wealth Advisors's SAN Position: Q2 2026 in Review

Heritage Wealth Advisors held its Banco Santander (SAN) position steady in Q2 2026 at 400 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Heritage Wealth Advisors first reported a position in SAN in Q4 2021 and has held it in 19 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Heritage Wealth Advisors held 400 shares of Banco Santander worth $5.52K as of Q2 2026.
Heritage Wealth Advisors left its Banco Santander share count unchanged in Q2 2026.
Banco Santander made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #564 holding.
Heritage Wealth Advisors first reported a position in Banco Santander in Q4 2021 and has held it in 19 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.