Intergy Private Wealth
SAN icon

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
Q3 		$215K Sell
15,532
-1
-0% -$14 0.05% 133
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Intergy Private Wealth's SAN Position: Q3 2026 in Review

Intergy Private Wealth reduced its Banco Santander (SAN) stake by 0.01% in Q3 2026, selling an estimated $14 and leaving 15,532 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #133.

Intergy Private Wealth first reported a position in SAN in Q2 2025 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Intergy Private Wealth held 15,532 shares of Banco Santander worth $215K as of Q3 2026.
  • Intergy Private Wealth sold 1 Banco Santander share in Q3 2026, an estimated $14.
  • Banco Santander made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #133 holding.
  • Intergy Private Wealth first reported a position in Banco Santander in Q2 2025 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.