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Wealth Preservation Advisors’s Banco Santander SAN Stock Holding History

Wealth Preservation 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 		– Sell
-292
Closed -$3.42K – 1168
2025
Q4 		$3.42K Hold
292
– – ﹤0.01% 438
2025
Q3 		$3.06K Buy
+292
New +$2.72K ﹤0.01% 438

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Preservation Advisors's SAN Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Banco Santander (SAN) in Q1 2026, closing a stake of 292 shares — an estimated $3.42K sold.

Wealth Preservation Advisors first reported a position in SAN in Q3 2025 and held it in 2 quarters. The position peaked at $3.42K in Q4 2025. 641 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Banco Santander position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 292 Banco Santander shares in Q1 2026, an estimated $3.42K.
  • Wealth Preservation Advisors first reported a position in Banco Santander in Q3 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Banco Santander position peaked at $3.42K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

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