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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

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 144 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.
  • 144 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.