Wingate Wealth Advisors’s Banco Santander SAN Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-40	Closed	-$182	–	355
2024 Q4	$182	Buy	+40	New	+$192	﹤0.01%	467

Other funds holding SAN

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wingate Wealth Advisors's SAN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Banco Santander (SAN) in Q1 2025, closing a stake of 40 shares — an estimated $182 sold.

Wingate Wealth Advisors first reported a position in SAN in Q4 2024 and held it in 1 quarter. The position peaked at $182 in Q4 2024. 424 funds tracked by Wall St. Rank hold SAN as of Q1 2025.

Wingate Wealth Advisors reported no remaining Banco Santander position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 40 Banco Santander shares in Q1 2025, an estimated $182.
Wingate Wealth Advisors first reported a position in Banco Santander in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Banco Santander position peaked at $182 in Q4 2024.
424 funds tracked by Wall St. Rank held Banco Santander as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.