Stiles Financial Services
SAN icon

Stiles Financial Services’s Banco Santander SAN Stock Holding History

Stiles Financial Services’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
Q3 		$199K Hold
14,371
– – 0.05% 177
2026
Q2 		$198K Buy
14,371
+38
+0.3% +$471 0.05% 183
2026
Q1 		$162K Hold
14,333
– – 0.05% 177
2025
Q4 		$168K Buy
14,333
+40
+0.3% +$425 0.05% 172
2025
Q3 		$150K Hold
14,293
– – 0.05% 176
2025
Q2 		$119K Buy
14,293
+52
+0.4% +$387 0.04% 175
2025
Q1 		$95.4K Hold
14,241
– – 0.04% 170
2024
Q4 		$64.9K Buy
14,241
+67
+0.5% +$322 0.02% 183
2024
Q3 		$72.3K Sell
14,174
-2,087
-13% -$10K 0.03% 188
2024
Q2 		$75.3K Buy
16,261
+87
+0.5% +$428 0.03% 183
2024
Q1 		$78.3K Sell
16,174
-6,650
-29% -$27.8K 0.03% 174
2023
Q4 		$94.5K Buy
22,824
+96
+0.4% +$376 0.04% 167
2023
Q3 		$85.5K Hold
22,728
– – 0.04% 173
2023
Q2 		$84.3K Buy
22,728
+78
+0.3% +$276 0.04% 190
2023
Q1 		$83.6K Buy
+22,650
New +$80.6K 0.04% 180

Other funds holding SAN

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Mitchell Capital Management
Mitchell Capital Management Leawood, Kansas $643M AUM 51.62% 1-Year Est. Return

Stiles Financial Services's SAN Position: Q3 2026 in Review

Stiles Financial Services held its Banco Santander (SAN) position steady in Q3 2026 at 14,371 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #177.

Stiles Financial Services first reported a position in SAN in Q1 2023 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Stiles Financial Services held 14,371 shares of Banco Santander worth $199K as of Q3 2026.
  • Stiles Financial Services left its Banco Santander share count unchanged in Q3 2026.
  • Banco Santander made up 0.05% of Stiles Financial Services's portfolio in Q3 2026, its #177 holding.
  • Stiles Financial Services first reported a position in Banco Santander in Q1 2023 and has held it in 15 quarters since.
  • 290 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.