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 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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's SAN Position: Q1 2026 in Review

Independent Advisor Alliance increased its Banco Santander (SAN) stake by 85% in Q1 2026, buying an estimated $303K and bringing the position to 55,152 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #1028.

Independent Advisor Alliance first reported a position in SAN in Q4 2016 and has held it in 9 quarters since. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

Independent Advisor Alliance held 55,152 shares of Banco Santander worth $622K as of Q1 2026.
Independent Advisor Alliance bought 25,384 Banco Santander shares in Q1 2026, an estimated $303K.
Banco Santander made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1028 holding.
Independent Advisor Alliance first reported a position in Banco Santander in Q4 2016 and has held it in 9 quarters since.
637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.