PWPS
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Pinnacle Wealth Planning Services’s Banco Santander SAN Stock Holding History

Pinnacle Wealth Planning Services’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 		$858K Sell
62,194
-1,461
-2% -$18.1K 0.08% 137
2026
Q1 		$718K Sell
63,655
-4,509
-7% -$53.8K 0.07% 144
2025
Q4 		$800K Sell
68,164
-309
-0.5% -$3.28K 0.08% 129
2025
Q3 		$718K Sell
68,473
-718
-1% -$6.68K 0.08% 141
2025
Q2 		$574K Buy
69,191
+10,650
+18% +$79.2K 0.08% 169
2025
Q1 		$392K Buy
58,541
+3,356
+6% +$19.6K 0.06% 206
2024
Q4 		$252K Sell
55,185
-13,037
-19% -$62.7K 0.04% 303
2024
Q3 		$348K Hold
68,222
– – 0.05% 256
2024
Q2 		$316K Hold
68,222
– – 0.05% 279
2024
Q1 		$330K Sell
68,222
-67
-0.1% -$280 0.05% 273
2023
Q4 		$283K Buy
68,289
+1,132
+2% +$4.43K 0.04% 287
2023
Q3 		$253K Sell
67,157
-127
-0.2% -$482 0.04% 293
2023
Q2 		$250K Sell
67,284
-2,394
-3% -$8.46K 0.04% 304
2023
Q1 		$257K Buy
69,678
+33
+0% +$117 0.04% 304
2022
Q4 		$205K Buy
69,645
+31,034
+80% +$84.7K 0.04% 371
2022
Q3 		$90K Sell
38,611
-33,132
-46% -$82.9K 0.02% 372
2022
Q2 		$201K Buy
71,743
+16,081
+29% +$49.1K 0.04% 350
2022
Q1 		$188K Buy
55,662
+3,942
+8% +$13.8K 0.03% 378
2021
Q4 		$170K Buy
51,720
+2,683
+5% +$9.42K 0.03% 379
2021
Q3 		$178K Buy
49,037
+8,488
+21% +$31.3K 0.04% 336
2021
Q2 		$159K Buy
40,549
+3,478
+9% +$13.5K 0.04% 330
2021
Q1 		$127K Buy
37,071
+1,381
+4% +$4.68K 0.03% 318
2020
Q4 		$109K Buy
35,690
+2,715
+8% +$6.87K 0.03% 436
2020
Q3 		$58K Buy
32,975
+2,912
+10% +$6.26K 0.02% 267
2020
Q2 		$69K Sell
30,063
-9,120
-23% -$19.9K 0.02% 259
2020
Q1 		$88K Buy
39,183
+25,143
+179% +$86.2K 0.04% 219
2019
Q4 		$55K Buy
+14,040
New +$54.5K 0.03% 241

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

Pinnacle Wealth Planning Services's SAN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Banco Santander (SAN) stake by 2.3% in Q2 2026, selling an estimated $18.1K and leaving 62,194 shares worth $858K. The position accounts for 0.08% of the portfolio, ranked #137.

Pinnacle Wealth Planning Services first reported a position in SAN in Q4 2019 and has held it in 27 quarters since. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 62,194 shares of Banco Santander worth $858K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,461 Banco Santander shares in Q2 2026, an estimated $18.1K.
  • Banco Santander made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #137 holding.
  • Pinnacle Wealth Planning Services first reported a position in Banco Santander in Q4 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.