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Montag & Associates’s Banco Santander SAN Stock Holding History

Montag & Associates’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
-591
Closed -$6.19K – 1131
2025
Q3 		$6.19K Buy
+591
New +$5.5K ﹤0.01% 803
2018
Q4 		– Sell
-13,312
Closed -$64K – 315
2018
Q3 		$64K Sell
13,312
-31,880
-71% -$160K 0.01% 317
2018
Q2 		$231K Sell
45,192
-5,735
-11% -$33.5K 0.02% 262
2018
Q1 		$320K Buy
+50,927
New +$337K 0.03% 237

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

Montag & Associates's SAN Position: Q4 2025 in Review

Montag & Associates sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 591 shares — an estimated $6.19K sold.

Montag & Associates first reported a position in SAN in Q1 2018 and held it in 4 quarters. The position peaked at $320K in Q1 2018. 592 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

  • Montag & Associates reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 591 Banco Santander shares in Q4 2025, an estimated $6.19K.
  • Montag & Associates first reported a position in Banco Santander in Q1 2018 and held it in 4 quarters.
  • Montag & Associates's Banco Santander position peaked at $320K in Q1 2018.
  • 592 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.