IWA
SAN icon

Icon Wealth Advisors’s Banco Santander SAN Stock Holding History

Icon 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
Q1 		$207K Sell
17,243
-4,225
-20% -$50.4K 0.01% 373
2025
Q4 		$252K Buy
21,468
+2
+0% +$21 0.02% 347
2025
Q3 		$225K Buy
+21,466
New +$200K 0.02% 353

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Advisors's SAN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Banco Santander (SAN) stake by 20% in Q1 2026, selling an estimated $50.4K and leaving 17,243 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #373.

Icon Wealth Advisors first reported a position in SAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Icon Wealth Advisors held 17,243 shares of Banco Santander worth $207K as of Q1 2026.
  • Icon Wealth Advisors sold 4,225 Banco Santander shares in Q1 2026, an estimated $50.4K.
  • Banco Santander made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • Icon Wealth Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 3 quarters since.
  • Icon Wealth Advisors's Banco Santander position peaked at $252K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.