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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial's SAN Position: Q1 2026 in Review

Summit Financial increased its Banco Santander (SAN) stake by 1.4% in Q1 2026, buying an estimated $2.53K and bringing the position to 15,000 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Summit Financial first reported a position in SAN in Q3 2022 and has held it in 8 quarters since. The position peaked at $173K in Q4 2025. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Summit Financial held 15,000 shares of Banco Santander worth $169K as of Q1 2026.
  • Summit Financial bought 212 Banco Santander shares in Q1 2026, an estimated $2.53K.
  • Banco Santander made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1361 holding.
  • Summit Financial first reported a position in Banco Santander in Q3 2022 and has held it in 8 quarters since.
  • Summit Financial's Banco Santander position peaked at $173K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.