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Morton Brown Family Wealth’s Banco Santander SAN Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-724
Closed -$6.01K – 312
2025
Q2 		$6.01K Hold
724
– – ﹤0.01% 226
2025
Q1 		$4.85K Buy
+724
New +$4.24K ﹤0.01% 237

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morton Brown Family Wealth's SAN Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Banco Santander (SAN) in Q3 2025, closing a stake of 724 shares — an estimated $6.01K sold.

Morton Brown Family Wealth first reported a position in SAN in Q1 2025 and held it in 2 quarters. The position peaked at $6.01K in Q2 2025. 518 funds tracked by Wall St. Rank hold SAN as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Banco Santander position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 724 Banco Santander shares in Q3 2025, an estimated $6.01K.
  • Morton Brown Family Wealth first reported a position in Banco Santander in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's Banco Santander position peaked at $6.01K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Banco Santander as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.