Mission Wealth Management’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117K | Sell |
10,411
-81
| -0.8% | -$966 | ﹤0.01% | 715 |
|
|
2025
Q4 | $123K | Buy |
10,492
+229
| +2% | +$2.43K | ﹤0.01% | 718 |
|
|
2025
Q3 | $108K | Buy |
+10,263
| New | +$95.5K | ﹤0.01% | 688 |
|
|
2025
Q1 | – | Sell |
-10,210
| Closed | -$46.6K | – | 705 |
|
|
2024
Q4 | $46.6K | Sell |
10,210
-2,131
| -17% | -$10.2K | ﹤0.01% | 650 |
|
|
2024
Q3 | $62.9K | Sell |
12,341
-29
| -0.2% | -$139 | ﹤0.01% | 669 |
|
|
2024
Q2 | $57.3K | Buy |
+12,370
| New | +$60.9K | ﹤0.01% | 652 |
|
|
2023
Q3 | – | Sell |
-13,523
| Closed | -$50.2K | – | 570 |
|
|
2023
Q2 | $50.2K | Buy |
13,523
+1,492
| +12% | +$5.27K | ﹤0.01% | 541 |
|
|
2023
Q1 | $44.4K | Sell |
12,031
-1,393
| -10% | -$4.96K | ﹤0.01% | 529 |
|
|
2022
Q4 | $39.6K | Sell |
13,424
-202
| -1% | -$551 | ﹤0.01% | 512 |
|
|
2022
Q3 | $32K | Sell |
13,626
-179
| -1% | -$448 | ﹤0.01% | 499 |
|
|
2022
Q2 | $39K | Sell |
13,805
-948
| -6% | -$2.9K | ﹤0.01% | 502 |
|
|
2022
Q1 | $50K | Hold |
14,753
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $49K | Sell |
14,753
-897
| -6% | -$3.15K | ﹤0.01% | 531 |
|
|
2021
Q3 | $57K | Sell |
15,650
-3,666
| -19% | -$13.5K | ﹤0.01% | 504 |
|
|
2021
Q2 | $76K | Sell |
19,316
-6,017
| -24% | -$23.3K | ﹤0.01% | 484 |
|
|
2021
Q1 | $87K | Sell |
25,333
-1,215
| -5% | -$4.12K | 0.01% | 438 |
|
|
2020
Q4 | $81K | Buy |
26,548
+8,528
| +47% | +$21.6K | 0.01% | 405 |
|
|
2020
Q3 | $32K | Buy |
+18,020
| New | +$38.7K | ﹤0.01% | 360 |
|
|
2018
Q4 | – | Sell |
-11,715
| Closed | -$56K | – | 295 |
|
|
2018
Q3 | $56K | Sell |
11,715
-10,435
| -47% | -$52.5K | 0.01% | 280 |
|
|
2018
Q2 | $113K | Sell |
22,150
-1,283
| -5% | -$7.5K | 0.02% | 259 |
|
|
2018
Q1 | $147K | Hold |
23,433
| – | – | 0.02% | 227 |
|
|
2017
Q4 | $147K | Sell |
23,433
-2,140
| -8% | -$13.5K | 0.03% | 225 |
|
|
2017
Q3 | $170K | Sell |
25,573
-286
| -1% | -$1.83K | 0.03% | 195 |
|
|
2017
Q2 | $166K | Sell |
25,859
-940
| -4% | -$5.84K | 0.03% | 181 |
|
|
2017
Q1 | $156K | Buy |
+26,799
| New | +$144K | 0.03% | 183 |
|
|
2016
Q2 | – | Sell |
-34,762
| Closed | -$145K | – | 174 |
|
|
2016
Q1 | $145K | Buy |
34,762
+4,121
| +13% | +$16.9K | 0.04% | 151 |
|
|
2015
Q4 | $143K | Buy |
30,641
+4,174
| +16% | +$21.6K | 0.04% | 138 |
|
|
2015
Q3 | $133K | Buy |
26,467
+8,423
| +47% | +$51.1K | 0.04% | 133 |
|
|
2015
Q2 | $128K | Buy |
+18,044
| New | +$126K | 0.04% | 137 |
|
Other funds holding SAN
MIP
Mission Wealth Management's SAN Position: Q1 2026 in Review
Mission Wealth Management reduced its Banco Santander (SAN) stake by 0.77% in Q1 2026, selling an estimated $966 and leaving 10,411 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #715.
Mission Wealth Management first reported a position in SAN in Q2 2015 and has held it in 29 quarters since. The position peaked at $170K in Q3 2017. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.
- Mission Wealth Management held 10,411 shares of Banco Santander worth $117K as of Q1 2026.
- Mission Wealth Management sold 81 Banco Santander shares in Q1 2026, an estimated $966.
- Banco Santander made up ﹤0.01% of Mission Wealth Management's portfolio in Q1 2026, its #715 holding.
- Mission Wealth Management first reported a position in Banco Santander in Q2 2015 and has held it in 29 quarters since.
- Mission Wealth Management's Banco Santander position peaked at $170K in Q3 2017.
- 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.