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Legacy Wealth Asset Management’s Banco Santander SAN Stock Holding History

Legacy Wealth Asset Management’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 		$815K Sell
59,042
-8,725
-13% -$108K 0.18% 162
2026
Q1 		$764K Sell
67,767
-9,167
-12% -$109K 0.19% 180
2025
Q4 		$902K Sell
76,934
-26,681
-26% -$283K 0.22% 135
2025
Q3 		$1.09M Sell
103,615
-125
-0.1% -$1.16K 0.26% 105
2025
Q2 		$861K Sell
103,740
-123,489
-54% -$919K 0.22% 117
2025
Q1 		$1.52M Sell
227,229
-7,065
-3% -$41.4K 0.42% 64
2024
Q4 		$1.07M Sell
234,294
-3,127
-1% -$15K 0.29% 90
2024
Q3 		$1.21M Sell
237,421
-54,987
-19% -$264K 0.32% 85
2024
Q2 		$1.35M Sell
292,408
-146
-0% -$719 0.38% 71
2024
Q1 		$1.42M Buy
292,554
+1,621
+0.6% +$6.77K 0.39% 64
2023
Q4 		$1.2M Buy
290,933
+896
+0.3% +$3.51K 0.4% 74
2023
Q3 		$1.09M Buy
290,037
+151,306
+109% +$574K 0.4% 75
2023
Q2 		$515K Buy
138,731
+702
+0.5% +$2.48K 0.18% 198
2023
Q1 		$509K Sell
138,029
-52,650
-28% -$187K 0.18% 187
2022
Q4 		$563K Sell
190,679
-3,639
-2% -$9.93K 0.21% 159
2022
Q3 		$451K Buy
+194,318
New +$486K 0.2% 178
2021
Q4 		– Sell
-111,233
Closed -$403K – 326
2021
Q3 		$403K Sell
111,233
-214
-0.2% -$790 0.18% 204
2021
Q2 		$436K Sell
111,447
-2,723
-2% -$10.6K 0.19% 195
2021
Q1 		$392K Buy
+114,170
New +$387K 0.18% 208

Other funds holding SAN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Asset Management's SAN Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Banco Santander (SAN) stake by 13% in Q2 2026, selling an estimated $108K and leaving 59,042 shares worth $815K. The position accounts for 0.18% of the portfolio, ranked #162.

Legacy Wealth Asset Management first reported a position in SAN in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2025. 661 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Legacy Wealth Asset Management held 59,042 shares of Banco Santander worth $815K as of Q2 2026.
  • Legacy Wealth Asset Management sold 8,725 Banco Santander shares in Q2 2026, an estimated $108K.
  • Banco Santander made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #162 holding.
  • Legacy Wealth Asset Management first reported a position in Banco Santander in Q1 2021 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Banco Santander position peaked at $1.52M in Q1 2025.
  • 661 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.