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Perfromance Wealth Partners’s Banco Santander SAN Stock Holding History

Perfromance Wealth Partners’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
2025
Q4 		– Sell
-20,294
Closed -$213K – 211
2025
Q3 		$213K Buy
+20,294
New +$189K 0.01% 195

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perfromance Wealth Partners's SAN Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of Banco Santander (SAN) in Q4 2025, closing a stake of 20,294 shares — an estimated $213K sold.

Perfromance Wealth Partners first reported a position in SAN in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 591 funds tracked by Wall St. Rank hold SAN as of Q4 2025.

  • Perfromance Wealth Partners reported no remaining Banco Santander position as of Q4 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 20,294 Banco Santander shares in Q4 2025, an estimated $213K.
  • Perfromance Wealth Partners first reported a position in Banco Santander in Q3 2025 and held it in 1 quarter.
  • Perfromance Wealth Partners's Banco Santander position peaked at $213K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Banco Santander as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.