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LifeGoal Wealth Advisors’s Banco Santander SAN Stock Holding History

LifeGoal Wealth 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
2026
Q2 		$143K Sell
10,349
-872
-8% -$10.8K 0.07% 154
2026
Q1 		$130K Buy
+11,221
New +$134K 0.07% 112

Other funds holding SAN

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LifeGoal Wealth Advisors's SAN Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Banco Santander (SAN) stake by 7.8% in Q2 2026, selling an estimated $10.8K and leaving 10,349 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #154.

LifeGoal Wealth Advisors first reported a position in SAN in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • LifeGoal Wealth Advisors held 10,349 shares of Banco Santander worth $143K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 872 Banco Santander shares in Q2 2026, an estimated $10.8K.
  • Banco Santander made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • LifeGoal Wealth Advisors first reported a position in Banco Santander in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.