Physician Wealth Advisors’s Banco Santander SAN Stock Holding History

Physician Wealth Advisors’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	$28.5K	Buy	2,063 +91	+5%	+$1.13K	﹤0.01%	568
2026 Q1	$22.2K	Buy	1,972 +47	+2%	+$560	﹤0.01%	589
2025 Q4	$22.6K	Buy	1,925 +209	+12%	+$2.22K	﹤0.01%	557
2025 Q3	$18K	Hold	1,716	–	–	﹤0.01%	598
2025 Q2	$14.2K	Buy	1,716 +681	+66%	+$5.07K	﹤0.01%	581
2025 Q1	$6.93K	Hold	1,035	–	–	﹤0.01%	679
2024 Q4	$4.72K	Buy	+1,035	New	+$4.97K	﹤0.01%	744

Other funds holding SAN

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MGM

Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Physician Wealth Advisors's SAN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Banco Santander (SAN) stake by 4.6% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,063 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Physician Wealth Advisors first reported a position in SAN in Q4 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Physician Wealth Advisors held 2,063 shares of Banco Santander worth $28.5K as of Q2 2026.
Physician Wealth Advisors bought 91 Banco Santander shares in Q2 2026, an estimated $1.13K.
Banco Santander made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #568 holding.
Physician Wealth Advisors first reported a position in Banco Santander in Q4 2024 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.