Independent Financial Group’s Banco Santander SAN Stock Holding History

Independent Financial Group’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	$639K	Buy	46,320 +4,900	+12%	+$60.7K	0.01%	874
2026 Q1	$467K	Sell	41,420 -121,566	-75%	-$1.45M	0.01%	957
2025 Q4	$1.91M	Sell	162,986 -41,586	-20%	-$441K	0.04%	402
2025 Q3	$2.14M	Buy	204,572 +1,322	+0.7%	+$12.3K	0.05%	365
2025 Q2	$1.69M	Buy	203,250 +37,003	+22%	+$275K	0.05%	387
2025 Q1	$1.11M	Buy	+166,247	New	+$973K	0.04%	454

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 Financial Group's SAN Position: Q2 2026 in Review

Independent Financial Group increased its Banco Santander (SAN) stake by 12% in Q2 2026, buying an estimated $60.7K and bringing the position to 46,320 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #874.

Independent Financial Group first reported a position in SAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q3 2025. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Independent Financial Group held 46,320 shares of Banco Santander worth $639K as of Q2 2026.
Independent Financial Group bought 4,900 Banco Santander shares in Q2 2026, an estimated $60.7K.
Banco Santander made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #874 holding.
Independent Financial Group first reported a position in Banco Santander in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's Banco Santander position peaked at $2.14M in Q3 2025.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.