Wealthspire Advisors (New York)’s Banco Santander SAN Stock Holding History

Wealthspire Advisors (New York)’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	$150K	Sell	10,867 -11,131	-51%	-$138K	﹤0.01%	1201
2026 Q1	$248K	Sell	21,998 -23,938	-52%	-$285K	﹤0.01%	789
2025 Q4	$539K	Buy	45,936 +38,982	+561%	+$414K	﹤0.01%	585
2025 Q3	$72.9K	Buy	+6,954	New	+$64.7K	﹤0.01%	1114
2023 Q1	–	Sell	-22,840	Closed	-$67.4K	–	585
2022 Q4	$67.4K	Buy	+22,840	New	+$62.3K	﹤0.01%	565
2021 Q2	–	Sell	-10,894	Closed	-$37K	–	602
2021 Q1	$37K	Buy	10,894 +384	+4%	+$1.3K	﹤0.01%	700
2020 Q4	$32K	Sell	10,510 -11,139	-51%	-$28.2K	﹤0.01%	578
2020 Q3	$38K	Buy	21,649 +1,075	+5%	+$2.31K	﹤0.01%	325
2020 Q2	$48K	Buy	+20,574	New	+$45K	﹤0.01%	275
2020 Q1	–	Sell	-13,924	Closed	-$55K	–	564
2019 Q4	$55K	Buy	+13,924	New	+$54.1K	﹤0.01%	210
2019 Q1	–	Sell	-9,212	Closed	-$40K	–	653
2018 Q4	$40K	Buy	+9,212	New	+$41.8K	﹤0.01%	218

Other funds holding SAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s SAN Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Banco Santander (SAN) stake by 51% in Q2 2026, selling an estimated $138K and leaving 10,867 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Wealthspire Advisors (New York) first reported a position in SAN in Q4 2018 and has held it in 11 quarters since. The position peaked at $539K in Q4 2025. 662 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

Wealthspire Advisors (New York) held 10,867 shares of Banco Santander worth $150K as of Q2 2026.
Wealthspire Advisors (New York) sold 11,131 Banco Santander shares in Q2 2026, an estimated $138K.
Banco Santander made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1201 holding.
Wealthspire Advisors (New York) first reported a position in Banco Santander in Q4 2018 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Banco Santander position peaked at $539K in Q4 2025.
662 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.