LVW Advisors
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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
Q3 		$819K Buy
59,248
+1,924
+3% +$27.5K 0.07% 178
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LVW Advisors's SAN Position: Q3 2026 in Review

LVW Advisors increased its Banco Santander (SAN) stake by 3.4% in Q3 2026, buying an estimated $27.5K and bringing the position to 59,248 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #178.

LVW Advisors first reported a position in SAN in Q2 2025 and has held it in 6 quarters since. 425 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • LVW Advisors held 59,248 shares of Banco Santander worth $819K as of Q3 2026.
  • LVW Advisors bought 1,924 Banco Santander shares in Q3 2026, an estimated $27.5K.
  • Banco Santander made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #178 holding.
  • LVW Advisors first reported a position in Banco Santander in Q2 2025 and has held it in 6 quarters since.
  • 425 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.