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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
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

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

Perigon Wealth Management's SAN Position: Q2 2026 in Review

Perigon Wealth Management increased its Banco Santander (SAN) stake by 4.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 21,965 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Perigon Wealth Management first reported a position in SAN in Q3 2016 and has held it in 16 quarters since. The position peaked at $334K in Q3 2018. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Perigon Wealth Management held 21,965 shares of Banco Santander worth $303K as of Q2 2026.
  • Perigon Wealth Management bought 942 Banco Santander shares in Q2 2026, an estimated $11.7K.
  • Banco Santander made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1112 holding.
  • Perigon Wealth Management first reported a position in Banco Santander in Q3 2016 and has held it in 16 quarters since.
  • Perigon Wealth Management's Banco Santander position peaked at $334K in Q3 2018.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.