LWA
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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
Q3 		$156K Buy
11,277
+928
+9% +$13.3K 0.05% 210
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

LifeGoal Wealth Advisors's SAN Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Banco Santander (SAN) stake by 9% in Q3 2026, buying an estimated $13.3K and bringing the position to 11,277 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #210.

LifeGoal Wealth Advisors first reported a position in SAN in Q1 2026 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • LifeGoal Wealth Advisors held 11,277 shares of Banco Santander worth $156K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 928 Banco Santander shares in Q3 2026, an estimated $13.3K.
  • Banco Santander made up 0.05% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #210 holding.
  • LifeGoal Wealth Advisors first reported a position in Banco Santander in Q1 2026 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.