Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Banco Santander SAN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-26,824
Closed -$281K – 1151
2025
Q3 		$281K Buy
26,824
+1,399
+6% +$13K ﹤0.01% 1224
2025
Q2 		$211K Buy
25,425
+5,556
+28% +$41.3K ﹤0.01% 1269
2025
Q1 		$133K Sell
19,869
-509
-2% -$2.98K ﹤0.01% 1201
2024
Q4 		$92.9K Sell
20,378
-2,510
-11% -$12.1K ﹤0.01% 1204
2024
Q3 		$36K Buy
+22,888
New +$110K ﹤0.01% 1012

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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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

Kovitz Investment Group Partners's SAN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 26,824 shares — an estimated $281K sold.

Kovitz Investment Group Partners first reported a position in SAN in Q3 2024 and held it in 5 quarters. The position peaked at $281K in Q3 2025. 592 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 26,824 Banco Santander shares in Q4 2025, an estimated $281K.
  • Kovitz Investment Group Partners first reported a position in Banco Santander in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Banco Santander position peaked at $281K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.