Icon Wealth Advisors
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
Q3 		$255K Sell
18,410
-1,090
-6% -$15.6K 0.02% 363
2026
Q2 		$269K Buy
19,500
+2,257
+13% +$28K 0.02% 362
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 $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Icon Wealth Advisors's SAN Position: Q3 2026 in Review

Icon Wealth Advisors reduced its Banco Santander (SAN) stake by 5.6% in Q3 2026, selling an estimated $15.6K and leaving 18,410 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #363.

Icon Wealth Advisors first reported a position in SAN in Q3 2025 and has held it in 5 quarters since. The position peaked at $269K in Q2 2026. 672 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Icon Wealth Advisors held 18,410 shares of Banco Santander worth $255K as of Q3 2026.
  • Icon Wealth Advisors sold 1,090 Banco Santander shares in Q3 2026, an estimated $15.6K.
  • Banco Santander made up 0.02% of Icon Wealth Advisors's portfolio in Q3 2026, its #363 holding.
  • Icon Wealth Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 5 quarters since.
  • Icon Wealth Advisors's Banco Santander position peaked at $269K in Q2 2026.
  • 672 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.