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Summit Financial’s Banco Santander SAN Stock Holding History

Summit Financial’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
-15,000
Closed -$169K – 1623
2026
Q1 		$169K Buy
15,000
+212
+1% +$2.53K ﹤0.01% 1361
2025
Q4 		$173K Buy
14,788
+55
+0.4% +$584 ﹤0.01% 1253
2025
Q3 		$154K Sell
14,733
-36
-0.2% -$335 ﹤0.01% 1211
2025
Q2 		$123K Buy
14,769
+1,793
+14% +$13.3K ﹤0.01% 798
2025
Q1 		$86.9K Sell
12,976
-5,089
-28% -$29.8K ﹤0.01% 705
2024
Q4 		$82.4K Buy
+18,065
New +$86.8K ﹤0.01% 632
2023
Q1 		– Sell
-10,571
Closed -$31.2K – 262
2022
Q4 		$31.2K Sell
10,571
-1,764
-14% -$4.81K ﹤0.01% 246
2022
Q3 		$28.6K Buy
+12,335
New +$30.9K ﹤0.01% 252

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

Summit Financial's SAN Position: Q2 2026 in Review

Summit Financial sold out of Banco Santander (SAN) in Q2 2026, closing a stake of 15,000 shares — an estimated $169K sold.

Summit Financial first reported a position in SAN in Q3 2022 and held it in 8 quarters. The position peaked at $173K in Q4 2025. 661 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Summit Financial reported no remaining Banco Santander position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 15,000 Banco Santander shares in Q2 2026, an estimated $169K.
  • Summit Financial first reported a position in Banco Santander in Q3 2022 and held it in 8 quarters.
  • Summit Financial's Banco Santander position peaked at $173K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.