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B. Riley Wealth Advisors’s SAP SAP Stock Holding History

B. Riley Wealth Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Buy
2,533
+394
+18% +$67.2K 0.02% 540
2026
Q1 		$360K Sell
2,139
-98
-4% -$20.2K 0.02% 526
2025
Q4 		$543K Buy
2,237
+141
+7% +$35.9K 0.03% 487
2025
Q3 		$560K Sell
2,096
-68
-3% -$19.1K 0.03% 494
2025
Q2 		$658K Buy
+2,164
New +$620K 0.03% 443
2024
Q4 		$677K Sell
2,751
-27
-1% -$6.42K 0.02% 578
2024
Q3 		$626K Sell
2,778
-177
-6% -$37.6K 0.02% 666
2024
Q2 		$596K Sell
2,955
-1,478
-33% -$279K 0.02% 737
2024
Q1 		$573K Buy
4,433
+1,437
+48% +$255K 0.02% 725
2023
Q4 		$463K Sell
2,996
-1,437
-32% -$208K 0.01% 852
2023
Q3 		$573K Buy
4,433
+1,239
+39% +$169K 0.02% 725
2023
Q2 		$437K Sell
3,194
-398
-11% -$52.6K 0.01% 922
2023
Q1 		$455K Buy
3,592
+475
+15% +$55.7K 0.01% 849
2022
Q4 		$322K Sell
3,117
-396
-11% -$39.6K 0.01% 1017
2022
Q3 		$287K Buy
+3,513
New +$310K 0.01% 1029
2022
Q1 		– Sell
-1,614
Closed -$227K – 1486
2021
Q4 		$227K Buy
+1,614
New +$225K 0.01% 1215
2020
Q1 		– Sell
-2,014
Closed -$272K – 883
2019
Q4 		$272K Sell
2,014
-112
-5% -$14.7K 0.02% 638
2019
Q3 		$251K Buy
2,126
+488
+30% +$60.4K 0.02% 655
2019
Q2 		$226K Sell
1,638
-252
-13% -$31.4K 0.02% 673
2019
Q1 		$220K Buy
+1,890
New +$201K 0.03% 616
2015
Q1 		– Sell
-609
Closed -$42 – 1715
2014
Q4 		$42 Buy
+609
New +$41.8K ﹤0.01% 2184
2014
Q3 		– Sell
-609
Closed -$46.9K – 1659
2014
Q2 		$46.9K Buy
+609
New +$47.3K 0.01% 1058

Other funds holding SAP

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

B. Riley Wealth Advisors's SAP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its SAP (SAP) stake by 18% in Q2 2026, buying an estimated $67.2K and bringing the position to 2,533 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #540.

B. Riley Wealth Advisors first reported a position in SAP in Q2 2014 and has held it in 22 quarters since. The position peaked at $677K in Q4 2024. 241 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • B. Riley Wealth Advisors held 2,533 shares of SAP worth $392K as of Q2 2026.
  • B. Riley Wealth Advisors bought 394 SAP shares in Q2 2026, an estimated $67.2K.
  • SAP made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #540 holding.
  • B. Riley Wealth Advisors first reported a position in SAP in Q2 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's SAP position peaked at $677K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.