NW
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NewEdge Wealth’s Banco Santander SAN Stock Holding History

NewEdge 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
2026
Q2 		$4.59M Sell
332,524
-18,655
-5% -$231K 0.05% 258
2026
Q1 		$3.96M Sell
351,179
-20,996
-6% -$250K 0.05% 271
2025
Q4 		$4.37M Buy
372,175
+25,591
+7% +$272K 0.05% 263
2025
Q3 		$3.54M Buy
346,584
+13,887
+4% +$129K 0.05% 272
2025
Q2 		$3.02M Buy
332,697
+84,671
+34% +$630K 0.05% 295
2025
Q1 		$1.66M Sell
248,026
-33,634
-12% -$197K 0.03% 385
2024
Q4 		$1.28M Sell
281,660
-2,800
-1% -$13.5K 0.02% 436
2024
Q3 		$1.45M Buy
284,460
+7,995
+3% +$38.4K 0.03% 403
2024
Q2 		$1.28M Buy
276,465
+5,054
+2% +$24.9K 0.03% 381
2024
Q1 		$1.32M Sell
271,411
-50,596
-16% -$211K 0.03% 380
2023
Q4 		$1.33M Sell
322,007
-794
-0.2% -$3.11K 0.03% 358
2023
Q3 		$1.21M Sell
322,801
-15,661
-5% -$59.4K 0.04% 327
2023
Q2 		$1.26M Sell
338,462
-8,269
-2% -$29.2K 0.04% 321
2023
Q1 		$1.28M Buy
346,731
+11,610
+3% +$41.3K 0.05% 284
2022
Q4 		$989K Buy
335,121
+46,296
+16% +$126K 0.04% 293
2022
Q3 		$670K Buy
288,825
+49,495
+21% +$124K 0.03% 309
2022
Q2 		$670K Buy
+239,330
New +$731K 0.03% 344

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

NewEdge Wealth's SAN Position: Q2 2026 in Review

NewEdge Wealth reduced its Banco Santander (SAN) stake by 5.3% in Q2 2026, selling an estimated $231K and leaving 332,524 shares worth $4.59M. The position accounts for 0.05% of the portfolio, ranked #258.

NewEdge Wealth first reported a position in SAN in Q2 2022 and has held it in 17 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • NewEdge Wealth held 332,524 shares of Banco Santander worth $4.59M as of Q2 2026.
  • NewEdge Wealth sold 18,655 Banco Santander shares in Q2 2026, an estimated $231K.
  • Banco Santander made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #258 holding.
  • NewEdge Wealth first reported a position in Banco Santander in Q2 2022 and has held it in 17 quarters since.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.