JIC
SAN icon

Joel Isaacson & Co’s Banco Santander SAN Stock Holding History

Joel Isaacson & Co’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
2025
Q2 		– Sell
-10,868
Closed -$72.8K – 432
2025
Q1 		$72.8K Hold
10,868
– – ﹤0.01% 393
2024
Q4 		$49.6K Hold
10,868
– – ﹤0.01% 376
2024
Q3 		$55.4K Buy
+10,868
New +$52.3K ﹤0.01% 366

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Joel Isaacson & Co's SAN Position: Q2 2025 in Review

Joel Isaacson & Co sold out of Banco Santander (SAN) in Q2 2025, closing a stake of 10,868 shares — an estimated $72.8K sold.

Joel Isaacson & Co first reported a position in SAN in Q3 2024 and held it in 3 quarters. The position peaked at $72.8K in Q1 2025. 463 funds tracked by Wall St. Rank hold SAN as of Q2 2025.

  • Joel Isaacson & Co reported no remaining Banco Santander position as of Q2 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 10,868 Banco Santander shares in Q2 2025, an estimated $72.8K.
  • Joel Isaacson & Co first reported a position in Banco Santander in Q3 2024 and held it in 3 quarters.
  • Joel Isaacson & Co's Banco Santander position peaked at $72.8K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held Banco Santander as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.