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Legacy Financial Advisors’s Banco Santander SAN Stock Holding History

Legacy 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
2025
Q4 		– Sell
-44,826
Closed -$470K – 445
2025
Q3 		$470K Buy
+44,826
New +$417K 0.06% 238
2025
Q2 		– Sell
-40,670
Closed -$272K – 400
2025
Q1 		$272K Sell
40,670
-534
-1% -$3.13K 0.05% 288
2024
Q4 		$188K Sell
41,204
-6,753
-14% -$32.5K 0.03% 335
2024
Q3 		$245K Sell
47,957
-1,547
-3% -$7.44K 0.04% 308
2024
Q2 		$229K Sell
49,504
-4,331
-8% -$21.3K 0.04% 303
2024
Q1 		$261K Buy
53,835
+29,726
+123% +$124K 0.05% 273
2023
Q4 		$99.8K Buy
24,109
+10,217
+74% +$40K 0.02% 296
2023
Q3 		$52.2K Buy
+13,892
New +$52.7K 0.01% 265
2019
Q3 		– Sell
-10,648
Closed -$47K – 117
2019
Q2 		$47K Buy
10,648
+531
+5% +$2.38K 0.02% 111
2019
Q1 		$45K Sell
10,117
-424
-4% -$1.93K 0.02% 292
2018
Q4 		$45K Buy
10,541
+8,655
+459% +$39.3K 0.02% 259
2018
Q3 		$9K Sell
1,886
-1,044
-36% -$5.25K ﹤0.01% 557
2018
Q2 		$15K Buy
2,930
+1,390
+90% +$8.13K 0.01% 435
2018
Q1 		$9K Hold
1,540
– – ﹤0.01% 509
2017
Q4 		$9K Buy
+1,540
New +$9.73K ﹤0.01% 511

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's SAN Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 44,826 shares — an estimated $470K sold.

Legacy Financial Advisors first reported a position in SAN in Q4 2017 and held it in 15 quarters. The position peaked at $470K in Q3 2025. 591 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 44,826 Banco Santander shares in Q4 2025, an estimated $470K.
  • Legacy Financial Advisors first reported a position in Banco Santander in Q4 2017 and held it in 15 quarters.
  • Legacy Financial Advisors's Banco Santander position peaked at $470K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.