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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
Q2 		$228K Buy
16,524
+900
+6% +$11.2K ﹤0.01% 1095
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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's SAN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Banco Santander (SAN) stake by 5.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 16,524 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Mount Yale Investment Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Mount Yale Investment Advisors held 16,524 shares of Banco Santander worth $228K as of Q2 2026.
  • Mount Yale Investment Advisors bought 900 Banco Santander shares in Q2 2026, an estimated $11.2K.
  • Banco Santander made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1095 holding.
  • Mount Yale Investment Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.