Principia Wealth Advisory’s Banco Santander SAN Stock Holding History

Principia Wealth Advisory’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	$16K	Buy	1,157 +111	+11%	+$1.38K	0.01%	193
2026 Q1	$11.8K	Buy	1,046 +200	+24%	+$2.38K	0.01%	195
2025 Q4	$9.92K	Sell	846 -1	-0.1%	-$11	0.01%	198
2025 Q3	$8.88K	Buy	847 +538	+174%	+$5.01K	0.01%	215
2025 Q2	$2.56K	Buy	+309	New	+$2.3K	﹤0.01%	335

Other funds holding SAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's SAN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Banco Santander (SAN) stake by 11% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,157 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #193.

Principia Wealth Advisory first reported a position in SAN in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Principia Wealth Advisory held 1,157 shares of Banco Santander worth $16K as of Q2 2026.
Principia Wealth Advisory bought 111 Banco Santander shares in Q2 2026, an estimated $1.38K.
Banco Santander made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #193 holding.
Principia Wealth Advisory first reported a position in Banco Santander in Q2 2025 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.