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Whipplewood Advisors’s Banco Santander SAN Stock Holding History

Whipplewood 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 		$6.13K Sell
444
-2,004
-82% -$24.8K ﹤0.01% 298
2026
Q1 		$27.6K Buy
+2,448
New +$29.2K 0.01% 341
2025
Q3 		– Sell
-4,991
Closed -$41.4K – 995
2025
Q2 		$41.4K Buy
4,991
+4,977
+35,550% +$37K 0.02% 353
2025
Q1 		$34.3K Sell
14
-4,238
-100% -$24.8K 0.02% 368
2024
Q4 		$19.4K Buy
+4,252
New +$20.4K 0.01% 448

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

Whipplewood Advisors's SAN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Banco Santander (SAN) stake by 82% in Q2 2026, selling an estimated $24.8K and leaving 444 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Whipplewood Advisors first reported a position in SAN in Q4 2024 and has held it in 5 quarters since. The position peaked at $41.4K in Q2 2025. 657 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

  • Whipplewood Advisors held 444 shares of Banco Santander worth $6.13K as of Q2 2026.
  • Whipplewood Advisors sold 2,004 Banco Santander shares in Q2 2026, an estimated $24.8K.
  • Banco Santander made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #298 holding.
  • Whipplewood Advisors first reported a position in Banco Santander in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Banco Santander position peaked at $41.4K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.