Klingman & Associates’s Banco Santander SAN Stock Holding History

Klingman & Associates’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	$186K	Buy	13,446 +1,851	+16%	+$22.9K	0.01%	346
2026 Q1	$131K	Buy	11,595 +1,039	+10%	+$12.4K	0.01%	329
2025 Q4	$124K	Buy	+10,556	New	+$112K	0.01%	324
2016 Q4	–	Sell	-360	Closed	-$2K	–	273
2016 Q3	$2K	Hold	360	–	–	﹤0.01%	350
2016 Q2	$1K	Hold	360	–	–	﹤0.01%	370
2016 Q1	$2K	Hold	360	–	–	﹤0.01%	365
2015 Q4	$2K	Hold	360	–	–	﹤0.01%	376
2015 Q3	$1K	Hold	360	–	–	﹤0.01%	409
2015 Q2	$2K	Buy	360 +7	+2%	+$49	﹤0.01%	385
2015 Q1	$3K	Hold	353	–	–	﹤0.01%	342
2014 Q4	$3K	Buy	+353	New	+$2.83K	﹤0.01%	345

Other funds holding SAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Klingman & Associates's SAN Position: Q2 2026 in Review

Klingman & Associates increased its Banco Santander (SAN) stake by 16% in Q2 2026, buying an estimated $22.9K and bringing the position to 13,446 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #346.

Klingman & Associates first reported a position in SAN in Q4 2014 and has held it in 11 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Klingman & Associates held 13,446 shares of Banco Santander worth $186K as of Q2 2026.
Klingman & Associates bought 1,851 Banco Santander shares in Q2 2026, an estimated $22.9K.
Banco Santander made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #346 holding.
Klingman & Associates first reported a position in Banco Santander in Q4 2014 and has held it in 11 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.