Perigon Wealth Management
SAN icon

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
Q3 		$496K Buy
35,897
+13,932
+63% +$199K 0.01% 908
2026
Q2 		$303K Buy
21,965
+942
+4% +$11.7K ﹤0.01% 1112
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management's SAN Position: Q3 2026 in Review

Perigon Wealth Management increased its Banco Santander (SAN) stake by 63% in Q3 2026, buying an estimated $199K and bringing the position to 35,897 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #908.

Perigon Wealth Management first reported a position in SAN in Q3 2016 and has held it in 17 quarters since. 199 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Perigon Wealth Management held 35,897 shares of Banco Santander worth $496K as of Q3 2026.
  • Perigon Wealth Management bought 13,932 Banco Santander shares in Q3 2026, an estimated $199K.
  • Banco Santander made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #908 holding.
  • Perigon Wealth Management first reported a position in Banco Santander in Q3 2016 and has held it in 17 quarters since.
  • 199 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.