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Perigon Wealth Management’s Banco Santander SAN Stock Holding History

Perigon Wealth Management’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
Q1 		$237K Buy
21,023
+2,452
+13% +$29.2K ﹤0.01% 1128
2025
Q4 		$218K Buy
18,571
+1,527
+9% +$16.2K ﹤0.01% 1194
2025
Q3 		$179K Buy
17,044
+5,573
+49% +$51.9K ﹤0.01% 1176
2025
Q2 		$95.2K Sell
11,471
-2,794
-20% -$20.8K ﹤0.01% 1038
2025
Q1 		$95.6K Sell
14,265
-2,163
-13% -$12.7K ﹤0.01% 1009
2024
Q4 		$80.3K Buy
16,428
+1,262
+8% +$6.07K ﹤0.01% 1028
2024
Q3 		$77.3K Buy
15,166
+177
+1% +$851 ﹤0.01% 979
2024
Q2 		$69.4K Buy
14,989
+965
+7% +$4.75K ﹤0.01% 853
2024
Q1 		$67.9K Buy
+14,024
New +$58.6K ﹤0.01% 839
2019
Q1 		– Sell
-34,053
Closed -$164K – 238
2018
Q4 		$164K Sell
34,053
-35,630
-51% -$162K 0.04% 219
2018
Q3 		$334K Buy
69,683
+13,304
+24% +$66.9K 0.08% 161
2018
Q2 		$289K Buy
56,379
+6,511
+13% +$38.1K 0.09% 194
2018
Q1 		$313K Buy
+49,868
New +$330K 0.12% 122
2017
Q1 		– Sell
-6,953
Closed -$37K – 689
2016
Q4 		$37K Hold
6,953
– – 0.01% 390
2016
Q3 		$29K Buy
+6,953
New +$28.4K 0.01% 357

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Perigon Wealth Management's SAN Position: Q1 2026 in Review

Perigon Wealth Management increased its Banco Santander (SAN) stake by 13% in Q1 2026, buying an estimated $29.2K and bringing the position to 21,023 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Perigon Wealth Management first reported a position in SAN in Q3 2016 and has held it in 15 quarters since. The position peaked at $334K in Q3 2018. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Perigon Wealth Management held 21,023 shares of Banco Santander worth $237K as of Q1 2026.
  • Perigon Wealth Management bought 2,452 Banco Santander shares in Q1 2026, an estimated $29.2K.
  • Banco Santander made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1128 holding.
  • Perigon Wealth Management first reported a position in Banco Santander in Q3 2016 and has held it in 15 quarters since.
  • Perigon Wealth Management's Banco Santander position peaked at $334K in Q3 2018.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.