NWS
SAN icon

Nvest Wealth Strategies’s Banco Santander SAN Stock Holding History

Nvest Wealth Strategies’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 		$580 Hold
42
– – ﹤0.01% 264
2026
Q1 		$474 Buy
+42
New +$501 ﹤0.01% 293

Other funds holding SAN

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Nvest Wealth Strategies's SAN Position: Q2 2026 in Review

Nvest Wealth Strategies held its Banco Santander (SAN) position steady in Q2 2026 at 42 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Nvest Wealth Strategies first reported a position in SAN in Q1 2026 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Nvest Wealth Strategies held 42 shares of Banco Santander worth $580 as of Q2 2026.
  • Nvest Wealth Strategies left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #264 holding.
  • Nvest Wealth Strategies first reported a position in Banco Santander in Q1 2026 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.