BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Banco Santander SAN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$56.3K	Buy	4,077 +282	+7%	+$3.5K	0.01%	919
2026 Q1	$42.8K	Hold	3,795	–	–	0.01%	1043
2025 Q4	$44.5K	Buy	3,795 +159	+4%	+$1.69K	0.01%	1052
2025 Q3	$38.1K	Hold	3,636	–	–	0.01%	1020
2025 Q2	$30.2K	Buy	3,636 +877	+32%	+$6.52K	﹤0.01%	1083
2025 Q1	$18.5K	Hold	2,759	–	–	﹤0.01%	1258
2024 Q4	$12.6K	Sell	2,759 -2,000	-42%	-$9.6K	﹤0.01%	1364
2024 Q3	$24.3K	Buy	+4,759	New	+$22.9K	﹤0.01%	1183

Other funds holding SAN

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

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $39B AUM 41.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SAN Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Banco Santander (SAN) stake by 7.4% in Q2 2026, buying an estimated $3.5K and bringing the position to 4,077 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #919.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SAN in Q3 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold SAN as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 4,077 shares of Banco Santander worth $56.3K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 282 Banco Santander shares in Q2 2026, an estimated $3.5K.
Banco Santander made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #919 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Banco Santander in Q3 2024 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held Banco Santander as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.