SYM Financial Corp
SAN icon

SYM Financial Corp’s Banco Santander SAN Stock Holding History

SYM Financial Corp’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 		$518K Sell
37,476
-2,274
-6% -$32.5K 0.04% 160
2026
Q2 		$549K Buy
39,750
+4,547
+13% +$56.4K 0.04% 132
2026
Q1 		$397K Buy
35,203
+90
+0.3% +$1.07K 0.04% 167
2025
Q4 		$412K Buy
35,113
+251
+0.7% +$2.66K 0.04% 159
2025
Q3 		$365K Buy
34,862
+1,217
+4% +$11.3K 0.04% 160
2025
Q2 		$279K Buy
33,645
+6,624
+25% +$49.3K 0.03% 224
2025
Q1 		$181K Buy
27,021
+6,594
+32% +$38.6K 0.02% 271
2024
Q4 		$93.1K Sell
20,427
-28
-0.1% -$135 0.01% 262
2024
Q3 		$104K Sell
20,455
-14
-0.1% -$67 0.01% 200
2024
Q2 		$94.8K Buy
20,469
+9,004
+79% +$44.3K 0.02% 182
2024
Q1 		$55.5K Buy
11,465
+1,188
+12% +$4.96K 0.01% 127
2023
Q4 		$42.5K Buy
+10,277
New +$40.2K 0.01% 143

Other funds holding SAN

Mondrian Investment Partners
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Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SYM Financial Corp's SAN Position: Q3 2026 in Review

SYM Financial Corp reduced its Banco Santander (SAN) stake by 5.7% in Q3 2026, selling an estimated $32.5K and leaving 37,476 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #160.

SYM Financial Corp first reported a position in SAN in Q4 2023 and has held it in 12 quarters since. The position peaked at $549K in Q2 2026. 336 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • SYM Financial Corp held 37,476 shares of Banco Santander worth $518K as of Q3 2026.
  • SYM Financial Corp sold 2,274 Banco Santander shares in Q3 2026, an estimated $32.5K.
  • Banco Santander made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #160 holding.
  • SYM Financial Corp first reported a position in Banco Santander in Q4 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's Banco Santander position peaked at $549K in Q2 2026.
  • 336 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.