SWA
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SOA Wealth Advisors’s Banco Santander SAN Stock Holding History

SOA Wealth 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 		$13.2K Hold
960
– – ﹤0.01% 570
2026
Q1 		$10.8K Buy
960
+387
+68% +$4.62K ﹤0.01% 584
2025
Q4 		$6.72K Hold
573
– – ﹤0.01% 642
2025
Q3 		$6K Buy
+573
New +$5.33K ﹤0.01% 657

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

SOA Wealth Advisors's SAN Position: Q2 2026 in Review

SOA Wealth Advisors held its Banco Santander (SAN) position steady in Q2 2026 at 960 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

SOA Wealth Advisors first reported a position in SAN in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • SOA Wealth Advisors held 960 shares of Banco Santander worth $13.2K as of Q2 2026.
  • SOA Wealth Advisors left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #570 holding.
  • SOA Wealth Advisors first reported a position in Banco Santander in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.