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JFA
JNBA Financial Advisors’s
Banco Santander
SAN
Stock Holding History
JNBA Financial 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
Q1
$7.93K
Hold
703
–
–
﹤0.01%
525
2025
Q4
$8.25K
Buy
+703
New
+$7.46K
﹤0.01%
510
2022
Q3
–
Sell
-1,204
Closed
-$3K
–
745
2022
Q2
$3K
Buy
+1,204
New
+$3.68K
﹤0.01%
619
2020
Q1
–
Sell
-2,880
Closed
-$11K
–
604
2019
Q4
$11K
Buy
+2,880
New
+$11.2K
﹤0.01%
429
2016
Q4
–
Sell
-17,562
Closed
-$74K
–
1168
2016
Q3
$74K
Buy
+17,562
New
+$71.7K
0.01%
432
2015
Q3
–
Sell
-768
Closed
-$5K
–
543
2015
Q2
$5K
Hold
768
–
–
﹤0.01%
414
2015
Q1
$5K
Sell
768
-3,823
-83%
-$25.9K
﹤0.01%
424
2014
Q4
$35K
Hold
4,591
–
–
0.01%
221
2014
Q3
$40K
Buy
4,591
+91
+2%
+$821
0.02%
208
2014
Q2
$43K
Hold
4,500
–
–
0.02%
189
2014
Q1
$39K
Buy
4,500
+103
+2%
+$842
0.02%
184
2013
Q4
$36K
Buy
4,397
+104
+2%
+$827
0.02%
188
2013
Q3
$32K
Buy
+4,293
New
+$28.5K
0.02%
185
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1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
MIP
Mondrian Investment Partners
London, United Kingdom
$6.69B AUM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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