WFC
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Western Financial Corp’s Banco Santander SAN Stock Holding History

Western Financial Corp’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 		$165K Hold
11,956
– – 0.05% 131
2026
Q1 		$135K Buy
+11,956
New +$143K 0.05% 126
2025
Q3 		– Sell
-10,080
Closed -$83.7K – 127
2025
Q2 		$83.7K Buy
+10,080
New +$75K 0.04% 121

Other funds holding SAN

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Western Financial Corp's SAN Position: Q2 2026 in Review

Western Financial Corp held its Banco Santander (SAN) position steady in Q2 2026 at 11,956 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #131.

Western Financial Corp first reported a position in SAN in Q2 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Western Financial Corp held 11,956 shares of Banco Santander worth $165K as of Q2 2026.
  • Western Financial Corp left its Banco Santander share count unchanged in Q2 2026.
  • Banco Santander made up 0.05% of Western Financial Corp's portfolio in Q2 2026, its #131 holding.
  • Western Financial Corp first reported a position in Banco Santander in Q2 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.