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 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 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

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

Icon Wealth Advisors increased its Banco Santander (SAN) stake by 13% in Q2 2026, buying an estimated $28K and bringing the position to 19,500 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #362.

Icon Wealth Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Icon Wealth Advisors held 19,500 shares of Banco Santander worth $269K as of Q2 2026.
Icon Wealth Advisors bought 2,257 Banco Santander shares in Q2 2026, an estimated $28K.
Banco Santander made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #362 holding.
Icon Wealth Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.