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Roehl & Yi Investment Advisors’s Banco Santander SAN Stock Holding History

Roehl & Yi Investment 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 		$277K Sell
20,067
-11,916
-37% -$148K 0.09% 159
2026
Q1 		$361K Sell
31,983
-1,443
-4% -$17.2K 0.14% 115
2025
Q4 		$392K Sell
33,426
-346
-1% -$3.67K 0.16% 112
2025
Q3 		$354K Buy
+33,772
New +$314K 0.15% 115

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

Roehl & Yi Investment Advisors's SAN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Banco Santander (SAN) stake by 37% in Q2 2026, selling an estimated $148K and leaving 20,067 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #159.

Roehl & Yi Investment Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $392K in Q4 2025. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Roehl & Yi Investment Advisors held 20,067 shares of Banco Santander worth $277K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 11,916 Banco Santander shares in Q2 2026, an estimated $148K.
  • Banco Santander made up 0.09% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Roehl & Yi Investment Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's Banco Santander position peaked at $392K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.