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LRI Investments’s Banco Santander SAN Stock Holding History

LRI Investments’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 		$20.2K Buy
1,461
+259
+22% +$3.21K ﹤0.01% 762
2026
Q1 		$13.6K Hold
1,202
– – ﹤0.01% 800
2025
Q4 		$14.1K Hold
1,202
– – ﹤0.01% 780
2025
Q3 		$12.6K Hold
1,202
– – ﹤0.01% 817
2025
Q2 		$9.98K Hold
1,202
– – ﹤0.01% 842
2025
Q1 		$8.06K Hold
1,202
– – ﹤0.01% 833
2024
Q4 		$5.48K Hold
1,202
– – ﹤0.01% 903
2024
Q3 		$5.65K Hold
1,202
– – ﹤0.01% 903
2024
Q2 		$5.57K Hold
1,202
– – ﹤0.01% 868
2024
Q1 		$5.82K Buy
+1,202
New +$5.02K ﹤0.01% 600

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

LRI Investments's SAN Position: Q2 2026 in Review

LRI Investments increased its Banco Santander (SAN) stake by 22% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,461 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

LRI Investments first reported a position in SAN in Q1 2024 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • LRI Investments held 1,461 shares of Banco Santander worth $20.2K as of Q2 2026.
  • LRI Investments bought 259 Banco Santander shares in Q2 2026, an estimated $3.21K.
  • Banco Santander made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #762 holding.
  • LRI Investments first reported a position in Banco Santander in Q1 2024 and has held it in 10 quarters since.
  • 263 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.