United Capital Financial Advisors’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Buy |
197,589
+3,743
| +2% | +$46.4K | 0.02% | 504 |
|
|
2026
Q1 | $2.19M | Buy |
193,846
+11,587
| +6% | +$138K | 0.01% | 531 |
|
|
2025
Q4 | $2.14M | Buy |
182,259
+4,169
| +2% | +$44.3K | 0.01% | 524 |
|
|
2025
Q3 | $1.87M | Buy |
178,090
+38,152
| +27% | +$355K | 0.01% | 483 |
|
|
2025
Q2 | $1.16M | Buy |
139,938
+14,225
| +11% | +$106K | 0.01% | 552 |
|
|
2025
Q1 | $842K | Buy |
125,713
+5,448
| +5% | +$31.9K | 0.01% | 607 |
|
|
2024
Q4 | $548K | Sell |
120,265
-3,074
| -2% | -$14.8K | ﹤0.01% | 709 |
|
|
2024
Q3 | $629K | Sell |
123,339
-2,363
| -2% | -$11.4K | 0.01% | 667 |
|
|
2024
Q2 | $582K | Buy |
125,702
+3,144
| +3% | +$15.5K | 0.01% | 667 |
|
|
2024
Q1 | $593K | Sell |
122,558
-6,905
| -5% | -$28.8K | ﹤0.01% | 694 |
|
|
2023
Q4 | $536K | Buy |
+129,463
| New | +$507K | ﹤0.01% | 707 |
|
|
2023
Q1 | – | Sell |
-15,527
| Closed | -$45.8K | – | 1058 |
|
|
2022
Q4 | $45.8K | Buy |
+15,527
| New | +$42.4K | ﹤0.01% | 1021 |
|
|
2020
Q2 | – | Sell |
-10,796
| Closed | -$24K | – | 1249 |
|
|
2020
Q1 | $24K | Sell |
10,796
-67,453
| -86% | -$231K | ﹤0.01% | 1164 |
|
|
2019
Q4 | $310K | Buy |
+78,249
| New | +$304K | ﹤0.01% | 1128 |
|
|
2019
Q3 | – | Sell |
-138,500
| Closed | -$608K | – | 1453 |
|
|
2019
Q2 | $608K | Sell |
138,500
-36,779
| -21% | -$165K | ﹤0.01% | 973 |
|
|
2019
Q1 | $778K | Sell |
175,279
-15,327
| -8% | -$69.9K | 0.01% | 845 |
|
|
2018
Q4 | $818K | Buy |
190,606
+83,633
| +78% | +$379K | 0.01% | 771 |
|
|
2018
Q3 | $513K | Buy |
106,973
+31,163
| +41% | +$157K | ﹤0.01% | 965 |
|
|
2018
Q2 | $388K | Sell |
75,810
-24,846
| -25% | -$145K | ﹤0.01% | 1006 |
|
|
2018
Q1 | $632K | Buy |
100,656
+30,286
| +43% | +$201K | ﹤0.01% | 894 |
|
|
2017
Q4 | $441K | Buy |
70,370
+23,412
| +50% | +$148K | ﹤0.01% | 995 |
|
|
2017
Q3 | $312K | Buy |
46,958
+4,026
| +9% | +$25.7K | ﹤0.01% | 1102 |
|
|
2017
Q2 | $275K | Buy |
42,932
+12,784
| +42% | +$79.4K | ﹤0.01% | 1103 |
|
|
2017
Q1 | $175K | Buy |
30,148
+1,760
| +6% | +$9.47K | ﹤0.01% | 1191 |
|
|
2016
Q4 | $141K | Buy |
28,388
+7,443
| +36% | +$33.9K | ﹤0.01% | 1216 |
|
|
2016
Q3 | $89K | Buy |
+20,945
| New | +$85.5K | ﹤0.01% | 1236 |
|
|
2016
Q2 | – | Sell |
-16,258
| Closed | -$68K | – | 1283 |
|
|
2016
Q1 | $68K | Buy |
16,258
+4,522
| +39% | +$18.6K | ﹤0.01% | 1192 |
|
|
2015
Q4 | $55K | Buy |
+11,736
| New | +$60.9K | ﹤0.01% | 1190 |
|
|
2014
Q1 | – | Sell |
-77,582
| Closed | -$639K | – | 937 |
|
|
2013
Q4 | $639K | Buy |
+77,582
| New | +$617K | 0.02% | 401 |
|
Other funds holding SAN
MIP
United Capital Financial Advisors's SAN Position: Q2 2026 in Review
United Capital Financial Advisors increased its Banco Santander (SAN) stake by 1.9% in Q2 2026, buying an estimated $46.4K and bringing the position to 197,589 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #504.
United Capital Financial Advisors first reported a position in SAN in Q4 2013 and has held it in 29 quarters since. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.
- United Capital Financial Advisors held 197,589 shares of Banco Santander worth $2.73M as of Q2 2026.
- United Capital Financial Advisors bought 3,743 Banco Santander shares in Q2 2026, an estimated $46.4K.
- Banco Santander made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #504 holding.
- United Capital Financial Advisors first reported a position in Banco Santander in Q4 2013 and has held it in 29 quarters since.
- 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.