PEWA
SAN icon

Pacific Excel Wealth Advisors’s Banco Santander SAN Stock Holding History

Pacific Excel Wealth 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 		– Sell
-11,191
Closed -$126K – 300
2026
Q1 		$126K Buy
+11,191
New +$133K 0.13% 140

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

Pacific Excel Wealth Advisors's SAN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Banco Santander (SAN) in Q2 2026, closing a stake of 11,191 shares — an estimated $126K sold.

Pacific Excel Wealth Advisors first reported a position in SAN in Q1 2026 and held it in 1 quarter. The position peaked at $126K in Q1 2026. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Banco Santander position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 11,191 Banco Santander shares in Q2 2026, an estimated $126K.
  • Pacific Excel Wealth Advisors first reported a position in Banco Santander in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's Banco Santander position peaked at $126K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.