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Mount Yale Investment Advisors’s Banco Santander SAN Stock Holding History

Mount Yale Investment 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
2026
Q1 		$176K Sell
15,624
-1,941
-11% -$23.1K ﹤0.01% 1065
2025
Q4 		$206K Sell
17,565
-294
-2% -$3.12K 0.01% 692
2025
Q3 		$187K Buy
+17,859
New +$166K 0.01% 641

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's SAN Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Banco Santander (SAN) stake by 11% in Q1 2026, selling an estimated $23.1K and leaving 15,624 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Mount Yale Investment Advisors first reported a position in SAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q4 2025. 639 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Mount Yale Investment Advisors held 15,624 shares of Banco Santander worth $176K as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,941 Banco Santander shares in Q1 2026, an estimated $23.1K.
  • Banco Santander made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1065 holding.
  • Mount Yale Investment Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Banco Santander position peaked at $206K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.