PCS
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Personal CFO Solutions’s Banco Santander SAN Stock Holding History

Personal CFO Solutions’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 		$248K Sell
17,958
-2,241
-11% -$27.8K 0.04% 458
2026
Q1 		$228K Buy
20,199
+1,176
+6% +$14K 0.03% 464
2025
Q4 		$223K Sell
19,023
-1,109
-6% -$11.8K 0.04% 472
2025
Q3 		$211K Buy
20,132
+4,303
+27% +$40.1K 0.04% 473
2025
Q2 		$131K Buy
15,829
+3,685
+30% +$27.4K 0.02% 478
2025
Q1 		$81.4K Sell
12,144
-2,231
-16% -$13.1K 0.02% 448
2024
Q4 		$65.6K Buy
+14,375
New +$69.1K 0.01% 456
2024
Q3 		– Sell
-14,228
Closed -$65.9K – 593
2024
Q2 		$65.9K Sell
14,228
-1,502
-10% -$7.4K 0.01% 527
2024
Q1 		$76.1K Hold
15,730
– – 0.01% 535
2023
Q4 		$65.1K Sell
15,730
-194
-1% -$759 0.01% 504
2023
Q3 		$59.9K Sell
15,924
-675
-4% -$2.56K 0.01% 449
2023
Q2 		$61.6K Hold
16,599
– – 0.01% 464
2023
Q1 		$61.3K Hold
16,599
– – 0.01% 462
2022
Q4 		$49K Buy
16,599
+3,479
+27% +$9.49K 0.01% 449
2022
Q3 		$30K Sell
13,120
-4,310
-25% -$10.8K 0.01% 408
2022
Q2 		$49K Buy
17,430
+530
+3% +$1.62K 0.01% 422
2022
Q1 		$57K Buy
16,900
+1,349
+9% +$4.72K 0.01% 456
2021
Q4 		$51K Sell
15,551
-6,973
-31% -$24.5K 0.01% 464
2021
Q3 		$82K Sell
22,524
-2,424
-10% -$8.95K 0.02% 440
2021
Q2 		$98K Hold
24,948
– – 0.02% 424
2021
Q1 		$86K Buy
24,948
+8,498
+52% +$28.8K 0.02% 394
2020
Q4 		$50K Buy
16,450
+3,336
+25% +$8.45K 0.01% 369
2020
Q3 		$0 Buy
13,114
+1,593
+14% +$3.42K ﹤0.01% 296
2020
Q2 		$27K Sell
11,521
-738
-6% -$1.61K 0.01% 310
2020
Q1 		$28K Sell
12,259
-2,172
-15% -$7.45K 0.01% 268
2019
Q4 		$57K Sell
14,431
-1,360
-9% -$5.28K 0.02% 334
2019
Q3 		$61K Buy
+15,791
New +$62.7K 0.02% 281

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

Personal CFO Solutions's SAN Position: Q2 2026 in Review

Personal CFO Solutions reduced its Banco Santander (SAN) stake by 11% in Q2 2026, selling an estimated $27.8K and leaving 17,958 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #458.

Personal CFO Solutions first reported a position in SAN in Q3 2019 and has held it in 27 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Personal CFO Solutions held 17,958 shares of Banco Santander worth $248K as of Q2 2026.
  • Personal CFO Solutions sold 2,241 Banco Santander shares in Q2 2026, an estimated $27.8K.
  • Banco Santander made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #458 holding.
  • Personal CFO Solutions first reported a position in Banco Santander in Q3 2019 and has held it in 27 quarters since.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.