Marks Group Wealth Management’s Banco Santander SAN Stock Holding History

Marks Group Wealth Management’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	$951K	Sell	68,891 -44,595	-39%	-$553K	0.08%	211
2026 Q1	$1.28M	Sell	113,486 -17,171	-13%	-$205K	0.12%	172
2025 Q4	$1.53M	Buy	130,657 +6,683	+5%	+$70.9K	0.15%	149
2025 Q3	$1.3M	Buy	123,974 +113,182	+1,049%	+$1.05M	0.12%	157
2025 Q2	$89.6K	Buy	+10,792	New	+$80.3K	0.01%	293
2022 Q3	–	Sell	-27,587	Closed	-$77K	–	292
2022 Q2	$77K	Hold	27,587	–	–	0.01%	286
2022 Q1	$94K	Hold	27,587	–	–	0.01%	301
2021 Q4	$91K	Buy	27,587 +772	+3%	+$2.71K	0.01%	309
2021 Q3	$97K	Hold	26,815	–	–	0.01%	292
2021 Q2	$105K	Hold	26,815	–	–	0.01%	265
2021 Q1	$92K	Sell	26,815 -4,902	-15%	-$16.6K	0.01%	251
2020 Q4	$97K	Sell	31,717 -2	-0%	-$5	0.02%	252
2020 Q3	$56K	Hold	31,719	–	–	0.01%	242
2020 Q2	$73K	Buy	+31,719	New	+$69.4K	0.01%	232

Other funds holding SAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marks Group Wealth Management's SAN Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Banco Santander (SAN) stake by 39% in Q2 2026, selling an estimated $553K and leaving 68,891 shares worth $951K. The position accounts for 0.08% of the portfolio, ranked #211.

Marks Group Wealth Management first reported a position in SAN in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2025. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Marks Group Wealth Management held 68,891 shares of Banco Santander worth $951K as of Q2 2026.
Marks Group Wealth Management sold 44,595 Banco Santander shares in Q2 2026, an estimated $553K.
Banco Santander made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #211 holding.
Marks Group Wealth Management first reported a position in Banco Santander in Q2 2020 and has held it in 14 quarters since.
Marks Group Wealth Management's Banco Santander position peaked at $1.53M in Q4 2025.
660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.