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Intergy Private Wealth’s Banco Santander SAN Stock Holding History

Intergy Private Wealth’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 		$214K Buy
15,533
+626
+4% +$7.76K 0.05% 134
2026
Q1 		$168K Buy
14,907
+84
+0.6% +$1K 0.05% 121
2025
Q4 		$174K Buy
14,823
+1,218
+9% +$12.9K 0.05% 114
2025
Q3 		$143K Buy
13,605
+645
+5% +$6K 0.04% 106
2025
Q2 		$108K Buy
+12,960
New +$96.4K 0.04% 99

Other funds holding SAN

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Intergy Private Wealth's SAN Position: Q2 2026 in Review

Intergy Private Wealth increased its Banco Santander (SAN) stake by 4.2% in Q2 2026, buying an estimated $7.76K and bringing the position to 15,533 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #134.

Intergy Private Wealth first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Intergy Private Wealth held 15,533 shares of Banco Santander worth $214K as of Q2 2026.
  • Intergy Private Wealth bought 626 Banco Santander shares in Q2 2026, an estimated $7.76K.
  • Banco Santander made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #134 holding.
  • Intergy Private Wealth first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.