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Valeo Financial Advisors’s Banco Santander SAN Stock Holding History

Valeo Financial Advisors’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 		$661K Buy
47,927
+5,056
+12% +$62.7K 0.01% 384
2026
Q1 		$484K Sell
42,871
-20,159
-32% -$240K 0.01% 424
2025
Q4 		$739K Buy
63,030
+3,165
+5% +$33.6K 0.02% 368
2025
Q3 		$627K Buy
59,865
+4,724
+9% +$44K 0.01% 406
2025
Q2 		$458K Buy
55,141
+6,817
+14% +$50.7K 0.01% 475
2025
Q1 		$324K Buy
48,324
+8,783
+22% +$51.4K 0.01% 513
2024
Q4 		$180K Hold
39,541
– – 0.01% 671
2024
Q3 		$202K Hold
39,541
– – 0.01% 655
2024
Q2 		$183K Sell
39,541
-1,689
-4% -$8.32K 0.01% 614
2024
Q1 		$208K Sell
41,230
-1,115
-3% -$4.66K 0.01% 598
2023
Q4 		$175K Buy
42,345
+2,804
+7% +$11K 0.01% 597
2023
Q3 		$149K Hold
39,541
– – 0.01% 578
2023
Q2 		$147K Sell
39,541
-2,172
-5% -$7.68K 0.01% 557
2023
Q1 		$154K Buy
41,713
+13,164
+46% +$46.9K 0.01% 565
2022
Q4 		$84.2K Buy
28,549
+11,173
+64% +$30.5K ﹤0.01% 513
2022
Q3 		$40K Buy
17,376
+790
+5% +$1.98K ﹤0.01% 484
2022
Q2 		$46K Buy
16,586
+1,988
+14% +$6.07K ﹤0.01% 475
2022
Q1 		$49K Buy
+14,598
New +$51.1K ﹤0.01% 597
2019
Q4 		– Sell
-15,812
Closed -$61K – 1701
2019
Q3 		$61K Sell
15,812
-10,435
-40% -$41.4K 0.01% 541
2019
Q2 		$115K Buy
26,247
+25,741
+5,087% +$116K 0.01% 399
2019
Q1 		$2K Buy
+506
New +$2.31K ﹤0.01% 1387
2018
Q4 		– Sell
-517
Closed -$2K – 1692
2018
Q3 		$2K Hold
517
– – ﹤0.01% 1508
2018
Q2 		$3K Sell
517
-389
-43% -$2.27K ﹤0.01% 1276
2018
Q1 		$6K Buy
+906
New +$6K ﹤0.01% 1091
2017
Q4 		– Sell
-2,713
Closed -$18K – 1419
2017
Q3 		$18K Buy
+2,713
New +$17.3K ﹤0.01% 579

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

Valeo Financial Advisors's SAN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Banco Santander (SAN) stake by 12% in Q2 2026, buying an estimated $62.7K and bringing the position to 47,927 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #384.

Valeo Financial Advisors first reported a position in SAN in Q3 2017 and has held it in 25 quarters since. The position peaked at $739K in Q4 2025. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Valeo Financial Advisors held 47,927 shares of Banco Santander worth $661K as of Q2 2026.
  • Valeo Financial Advisors bought 5,056 Banco Santander shares in Q2 2026, an estimated $62.7K.
  • Banco Santander made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #384 holding.
  • Valeo Financial Advisors first reported a position in Banco Santander in Q3 2017 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Banco Santander position peaked at $739K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.