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Beacon Financial Group’s SAP SAP Stock Holding History

Beacon Financial Group’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 		$274K Buy
+1,781
New +$304K 0.02% 324
2025
Q4 		– Sell
-1,084
Closed -$290K – 358
2025
Q3 		$290K Sell
1,084
-12
-1% -$3.38K 0.03% 296
2025
Q2 		$333K Buy
1,096
+288
+36% +$82.5K 0.03% 278
2025
Q1 		$217K Buy
+808
New +$220K 0.02% 321

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Beacon Financial Group's SAP Position: Q2 2026 in Review

Beacon Financial Group opened a new position in SAP (SAP) in Q2 2026: 1,781 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in SAP as recently as Q3 2025.

Beacon Financial Group first reported a position in SAP in Q1 2025 and has held it in 4 quarters since. The position peaked at $333K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Beacon Financial Group held 1,781 shares of SAP worth $274K as of Q2 2026.
  • SAP was a new Beacon Financial Group position in Q2 2026.
  • SAP made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #324 holding.
  • Beacon Financial Group first reported a position in SAP in Q1 2025 and has held it in 4 quarters since.
  • Beacon Financial Group's SAP position peaked at $333K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.