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JFS Wealth Advisors’s Banco Santander SAN Stock Holding History

JFS Wealth Advisors’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 		$106K Sell
7,645
-277
-3% -$3.43K 0.01% 422
2026
Q1 		$89.4K Sell
7,922
-1,058
-12% -$12.6K 0.01% 424
2025
Q4 		$105K Hold
8,980
– – 0.01% 400
2025
Q3 		$94.1K Sell
8,980
-858
-9% -$7.99K 0.01% 415
2025
Q2 		$81.7K Sell
9,838
-286
-3% -$2.13K 0.01% 402
2025
Q1 		$67.8K Hold
10,124
– – ﹤0.01% 423
2024
Q4 		$46.2K Hold
10,124
– – ﹤0.01% 477
2024
Q3 		$51.6K Sell
10,124
-346
-3% -$1.66K ﹤0.01% 463
2024
Q2 		$48.5K Sell
10,470
-18
-0.2% -$89 ﹤0.01% 418
2024
Q1 		$50.8K Sell
10,488
-572
-5% -$2.39K ﹤0.01% 421
2023
Q4 		$45.8K Buy
11,060
+5,141
+87% +$20.1K ﹤0.01% 415
2023
Q3 		$22.3K Buy
5,919
+6
+0.1% +$23 ﹤0.01% 520
2023
Q2 		$21.9K Sell
5,913
-2
-0% -$7 ﹤0.01% 526
2023
Q1 		$21.8K Buy
5,915
+5
+0.1% +$18 ﹤0.01% 516
2022
Q4 		$17.4K Buy
5,910
+4,678
+380% +$12.8K ﹤0.01% 560
2022
Q3 		$3K Sell
1,232
-5,251
-81% -$13.1K ﹤0.01% 1232
2022
Q2 		$18K Buy
6,483
+634
+11% +$1.94K ﹤0.01% 611
2022
Q1 		$20K Buy
5,849
+4,822
+470% +$16.9K ﹤0.01% 610
2021
Q4 		$3K Buy
+1,027
New +$3.61K ﹤0.01% 985

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's SAN Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Banco Santander (SAN) stake by 3.5% in Q2 2026, selling an estimated $3.43K and leaving 7,645 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #422.

JFS Wealth Advisors first reported a position in SAN in Q4 2021 and has held it in 19 quarters since. 658 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • JFS Wealth Advisors held 7,645 shares of Banco Santander worth $106K as of Q2 2026.
  • JFS Wealth Advisors sold 277 Banco Santander shares in Q2 2026, an estimated $3.43K.
  • Banco Santander made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • JFS Wealth Advisors first reported a position in Banco Santander in Q4 2021 and has held it in 19 quarters since.
  • 658 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.