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Marshall & Sterling Wealth Advisors’s Banco Santander SAN Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-281
Closed -$2.94K – 568
2025
Q3 		$2.94K Buy
+281
New +$2.62K ﹤0.01% 544

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SAN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 281 shares — an estimated $2.94K sold.

Marshall & Sterling Wealth Advisors first reported a position in SAN in Q3 2025 and held it in 1 quarter. The position peaked at $2.94K in Q3 2025. 592 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 281 Banco Santander shares in Q4 2025, an estimated $2.94K.
  • Marshall & Sterling Wealth Advisors first reported a position in Banco Santander in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Banco Santander position peaked at $2.94K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.