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Schechter Investment Advisors’s Banco Santander SAN Stock Holding History

Schechter 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
2025
Q1 		$350K Sell
52,280
-5,164
-9% -$30.2K 0.03% 443
2024
Q4 		$262K Sell
57,444
-2,208
-4% -$10.6K 0.02% 519
2024
Q3 		$304K Buy
59,652
+561
+0.9% +$2.7K 0.02% 494
2024
Q2 		$274K Buy
59,091
+6,988
+13% +$34.4K 0.02% 494
2024
Q1 		$252K Buy
52,103
+7,781
+18% +$32.5K 0.02% 531
2023
Q4 		$183K Buy
44,322
+3,907
+10% +$15.3K 0.02% 566
2023
Q3 		$152K Buy
40,415
+5,357
+15% +$20.3K 0.01% 555
2023
Q2 		$130K Sell
35,058
-1,507
-4% -$5.33K 0.01% 606
2023
Q1 		$135K Buy
36,565
+10,985
+43% +$39.1K 0.01% 639
2022
Q4 		$75.5K Buy
25,580
+7,155
+39% +$19.5K 0.01% 801
2022
Q3 		$43K Sell
18,425
-143,176
-89% -$358K ﹤0.01% 921
2022
Q2 		$453K Buy
161,601
+15,720
+11% +$48K 0.04% 563
2022
Q1 		$493K Sell
145,881
-13,286
-8% -$46.5K 0.05% 530
2021
Q4 		$524K Buy
+159,167
New +$559K 0.05% 489

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schechter Investment Advisors's SAN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Banco Santander (SAN) stake by 9% in Q1 2025, selling an estimated $30.2K and leaving 52,280 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #443.

Schechter Investment Advisors first reported a position in SAN in Q4 2021 and has held it in 14 quarters since. The position peaked at $524K in Q4 2021. 421 funds tracked by Wall St. Rank hold SAN as of Q1 2025.

  • Schechter Investment Advisors held 52,280 shares of Banco Santander worth $350K as of Q1 2025.
  • Schechter Investment Advisors sold 5,164 Banco Santander shares in Q1 2025, an estimated $30.2K.
  • Banco Santander made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #443 holding.
  • Schechter Investment Advisors first reported a position in Banco Santander in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Banco Santander position peaked at $524K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Banco Santander as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.