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Signature Estate & Investment Advisors’s Banco Santander SAN Stock Holding History

Signature Estate & 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 		$184K Sell
13,314
-4,645
-26% -$57.6K ﹤0.01% 658
2026
Q1 		$203K Buy
17,959
+1,527
+9% +$18.2K ﹤0.01% 627
2025
Q4 		$193K Sell
16,432
-1,439
-8% -$15.3K ﹤0.01% 593
2025
Q3 		$187K Buy
+17,871
New +$166K ﹤0.01% 584

Other funds holding SAN

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Signature Estate & Investment Advisors's SAN Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Banco Santander (SAN) stake by 26% in Q2 2026, selling an estimated $57.6K and leaving 13,314 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Signature Estate & Investment Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $203K in Q1 2026. 374 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Signature Estate & Investment Advisors held 13,314 shares of Banco Santander worth $184K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 4,645 Banco Santander shares in Q2 2026, an estimated $57.6K.
  • Banco Santander made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #658 holding.
  • Signature Estate & Investment Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • Signature Estate & Investment Advisors's Banco Santander position peaked at $203K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.