James T. Borello RIA
SAN icon

James T. Borello RIA’s Banco Santander SAN Stock Holding History

James T. Borello RIA’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
Q3 		$105K Hold
7,609
– – 0.02% 164
2026
Q2 		$105K Hold
7,609
– – 0.02% 165
2026
Q1 		$85.8K Buy
7,609
+7,487
+6,137% +$89.3K 0.02% 169
2025
Q4 		$1.43K Buy
+122
New +$1.3K ﹤0.01% 839

Other funds holding SAN

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's SAN Position: Q3 2026 in Review

James T. Borello RIA held its Banco Santander (SAN) position steady in Q3 2026 at 7,609 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #164.

James T. Borello RIA first reported a position in SAN in Q4 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • James T. Borello RIA held 7,609 shares of Banco Santander worth $105K as of Q3 2026.
  • James T. Borello RIA left its Banco Santander share count unchanged in Q3 2026.
  • Banco Santander made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #164 holding.
  • James T. Borello RIA first reported a position in Banco Santander in Q4 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.