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Waverly Advisors’s Banco Santander SAN Stock Holding History

Waverly 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
Q1 		$274K Sell
24,296
-3,460
-12% -$41.3K ﹤0.01% 1344
2025
Q4 		$326K Buy
27,756
+12,867
+86% +$137K ﹤0.01% 1172
2025
Q3 		$156K Buy
14,889
+1,739
+13% +$16.2K ﹤0.01% 1236
2025
Q2 		$109K Buy
+13,150
New +$97.8K ﹤0.01% 1160
2018
Q1 		– Sell
-12,162
Closed -$76K – 329
2017
Q4 		$76K Buy
12,162
+1,059
+10% +$6.69K 0.01% 241
2017
Q3 		$74K Hold
11,103
– – 0.02% 229
2017
Q2 		$71K Buy
+11,103
New +$68.9K 0.02% 214

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

Waverly Advisors's SAN Position: Q1 2026 in Review

Waverly Advisors reduced its Banco Santander (SAN) stake by 12% in Q1 2026, selling an estimated $41.3K and leaving 24,296 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Waverly Advisors first reported a position in SAN in Q2 2017 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Waverly Advisors held 24,296 shares of Banco Santander worth $274K as of Q1 2026.
  • Waverly Advisors sold 3,460 Banco Santander shares in Q1 2026, an estimated $41.3K.
  • Banco Santander made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1344 holding.
  • Waverly Advisors first reported a position in Banco Santander in Q2 2017 and has held it in 7 quarters since.
  • Waverly Advisors's Banco Santander position peaked at $326K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.