Independent Advisor Alliance’s Banco Santander SAN Stock Holding History

Independent Advisor Alliance’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	$848K	Buy	61,463 +6,311	+11%	+$78.2K	0.02%	509
2026 Q1	$622K	Buy	55,152 +25,384	+85%	+$303K	0.01%	1028
2025 Q4	$349K	Buy	+29,768	New	+$316K	0.01%	752
2018 Q3	–	Sell	-14,444	Closed	-$74K	–	406
2018 Q2	$74K	Sell	14,444 -992	-6%	-$5.8K	0.02%	340
2018 Q1	$95K	Buy	15,436 +167	+1%	+$1.11K	0.02%	332
2017 Q4	$99K	Sell	15,269 -57,404	-79%	-$363K	0.02%	312
2017 Q3	$471K	Buy	72,673 +1,037	+1%	+$6.62K	0.13%	156
2017 Q2	$463K	Buy	71,636 +137	+0.2%	+$851	0.15%	152
2017 Q1	$410K	Buy	71,499 +1,537	+2%	+$8.27K	0.07%	251
2016 Q4	$364K	Buy	+69,962	New	+$318K	0.16%	126

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

Independent Advisor Alliance's SAN Position: Q2 2026 in Review

Independent Advisor Alliance increased its Banco Santander (SAN) stake by 11% in Q2 2026, buying an estimated $78.2K and bringing the position to 61,463 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #509.

Independent Advisor Alliance first reported a position in SAN in Q4 2016 and has held it in 10 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Independent Advisor Alliance held 61,463 shares of Banco Santander worth $848K as of Q2 2026.
Independent Advisor Alliance bought 6,311 Banco Santander shares in Q2 2026, an estimated $78.2K.
Banco Santander made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #509 holding.
Independent Advisor Alliance first reported a position in Banco Santander in Q4 2016 and has held it in 10 quarters since.
662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.