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LVW Advisors’s Banco Santander SAN Stock Holding History

LVW 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 		$791K Buy
57,324
+8,816
+18% +$109K 0.07% 156
2026
Q1 		$547K Buy
48,508
+14,323
+42% +$171K 0.05% 198
2025
Q4 		$401K Sell
34,185
-1,943
-5% -$20.6K 0.04% 229
2025
Q3 		$379K Sell
36,128
-2,555
-7% -$23.8K 0.04% 237
2025
Q2 		$321K Buy
+38,683
New +$288K 0.04% 255

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

LVW Advisors's SAN Position: Q2 2026 in Review

LVW Advisors increased its Banco Santander (SAN) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 57,324 shares worth $791K. The position accounts for 0.07% of the portfolio, ranked #156.

LVW Advisors first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • LVW Advisors held 57,324 shares of Banco Santander worth $791K as of Q2 2026.
  • LVW Advisors bought 8,816 Banco Santander shares in Q2 2026, an estimated $109K.
  • Banco Santander made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #156 holding.
  • LVW Advisors first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.