Westbourne Investments’s Banco Santander SAN Stock Holding History

Westbourne Investments’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
2025 Q2	–	Sell	-67,600	Closed	-$453K	–	163
2025 Q1	$453K	Buy	+67,600	New	+$396K	0.27%	78

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Westbourne Investments's SAN Position: Q2 2025 in Review

Westbourne Investments sold out of Banco Santander (SAN) in Q2 2025, closing a stake of 67,600 shares — an estimated $453K sold.

Westbourne Investments first reported a position in SAN in Q1 2025 and held it in 1 quarter. The position peaked at $453K in Q1 2025. 461 funds tracked by Wall St. Rank hold SAN as of Q2 2025.

Westbourne Investments reported no remaining Banco Santander position as of Q2 2025 after selling out during the quarter.
Westbourne Investments sold 67,600 Banco Santander shares in Q2 2025, an estimated $453K.
Westbourne Investments first reported a position in Banco Santander in Q1 2025 and held it in 1 quarter.
Westbourne Investments's Banco Santander position peaked at $453K in Q1 2025.
461 funds tracked by Wall St. Rank held Banco Santander as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.