Valued Wealth Advisors’s Banco Santander SAN Stock Holding History

Valued Wealth 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	$12.8K	Hold	925	–	–	﹤0.01%	269
2026 Q1	$10.4K	Hold	925	–	–	﹤0.01%	282
2025 Q4	$10.9K	Hold	925	–	–	﹤0.01%	211
2025 Q3	$9.69K	Hold	925	–	–	﹤0.01%	222
2025 Q2	$7.68K	Hold	925	–	–	﹤0.01%	236
2025 Q1	$6.2K	Hold	925	–	–	﹤0.01%	281
2024 Q4	$4.22K	Hold	925	–	–	﹤0.01%	322
2024 Q3	$4.72K	Hold	925	–	–	﹤0.01%	291
2024 Q2	$4.28K	Hold	925	–	–	﹤0.01%	286
2024 Q1	$4.48K	Hold	925	–	–	﹤0.01%	259
2023 Q4	$3.48K	Buy	+925	New	+$3.62K	﹤0.01%	242

Other funds holding SAN

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MGM

Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Valued Wealth Advisors's SAN Position: Q2 2026 in Review

Valued Wealth Advisors held its Banco Santander (SAN) position steady in Q2 2026 at 925 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Valued Wealth Advisors first reported a position in SAN in Q4 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Valued Wealth Advisors held 925 shares of Banco Santander worth $12.8K as of Q2 2026.
Valued Wealth Advisors left its Banco Santander share count unchanged in Q2 2026.
Banco Santander made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Valued Wealth Advisors first reported a position in Banco Santander in Q4 2023 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.