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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
Q2 		$363K Buy
26,322
+2,026
+8% +$25.1K ﹤0.01% 1326
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 $1.89T 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

Waverly Advisors's SAN Position: Q2 2026 in Review

Waverly Advisors increased its Banco Santander (SAN) stake by 8.3% in Q2 2026, buying an estimated $25.1K and bringing the position to 26,322 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Waverly Advisors first reported a position in SAN in Q2 2017 and has held it in 8 quarters since. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Waverly Advisors held 26,322 shares of Banco Santander worth $363K as of Q2 2026.
  • Waverly Advisors bought 2,026 Banco Santander shares in Q2 2026, an estimated $25.1K.
  • Banco Santander made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1326 holding.
  • Waverly Advisors first reported a position in Banco Santander in Q2 2017 and has held it in 8 quarters since.
  • 662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.