SFC
SAN icon

Strategic Financial Concepts’s Banco Santander SAN Stock Holding History

Strategic Financial Concepts’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 		– Sell
-16,067
Closed -$181K – 296
2026
Q1 		$181K Sell
16,067
-12,934
-45% -$154K 0.04% 288
2025
Q4 		$340K Buy
+29,001
New +$308K 0.31% 80
2025
Q2 		– Sell
-32,765
Closed -$220K – 346
2025
Q1 		$220K Buy
+32,765
New +$192K 0.04% 305
2024
Q3 		– Sell
-13,592
Closed -$29.8K – 627
2024
Q2 		$29.8K Sell
13,592
-2,540
-16% -$12.5K 0.02% 295
2024
Q1 		$78.1K Sell
16,132
-1,197
-7% -$5K 0.02% 307
2023
Q4 		$71.7K Buy
17,329
+168
+1% +$657 0.04% 145
2023
Q3 		$64.5K Buy
17,161
+750
+5% +$2.84K 0.02% 263
2023
Q2 		$60.9K Sell
16,411
-25,369
-61% -$89.7K 0.02% 253
2023
Q1 		$154K Buy
+41,780
New +$149K 0.06% 228

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

Strategic Financial Concepts's SAN Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Banco Santander (SAN) in Q2 2026, closing a stake of 16,067 shares — an estimated $181K sold.

Strategic Financial Concepts first reported a position in SAN in Q1 2023 and held it in 9 quarters. The position peaked at $340K in Q4 2025. 660 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Banco Santander position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 16,067 Banco Santander shares in Q2 2026, an estimated $181K.
  • Strategic Financial Concepts first reported a position in Banco Santander in Q1 2023 and held it in 9 quarters.
  • Strategic Financial Concepts's Banco Santander position peaked at $340K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.