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Phillips Wealth Planners’s Banco Santander SAN Stock Holding History

Phillips Wealth Planners’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 		– Sell
-18,734
Closed -$228K – 221
2025
Q4 		$228K Sell
18,734
-208
-1% -$2.21K 0.18% 175
2025
Q3 		$192K Buy
+18,942
New +$176K 0.16% 199

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

Phillips Wealth Planners's SAN Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Banco Santander (SAN) in Q1 2026, closing a stake of 18,734 shares — an estimated $228K sold.

Phillips Wealth Planners first reported a position in SAN in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Banco Santander position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 18,734 Banco Santander shares in Q1 2026, an estimated $228K.
  • Phillips Wealth Planners first reported a position in Banco Santander in Q3 2025 and held it in 2 quarters.
  • Phillips Wealth Planners's Banco Santander position peaked at $228K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.