Birch Financial Group’s SAP SAP Stock Holding History

Birch 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 Q3	$244K	Buy	+1,172	New	+$227K	0.11%	112
2026 Q2	–	Sell	-2,593	Closed	-$444K	–	147
2026 Q1	$444K	Buy	2,593 +210	+9%	+$43.3K	0.26%	76
2025 Q4	$579K	Buy	2,383 +67	+3%	+$17.1K	0.33%	61
2025 Q3	$619K	Sell	2,316 -425	-16%	-$120K	0.36%	55
2025 Q2	$833K	Sell	2,741 -387	-12%	-$111K	0.67%	37
2025 Q1	$840K	Sell	3,128 -260	-8%	-$70.8K	0.75%	28
2024 Q4	$834K	Buy	+3,388	New	+$806K	0.94%	17

Other funds holding SAP

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Birch Financial Group's SAP Position: Q3 2026 in Review

Birch Financial Group opened a new position in SAP (SAP) in Q3 2026: 1,172 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #112 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in SAP as recently as Q1 2026.

Birch Financial Group first reported a position in SAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $840K in Q1 2025. 566 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

Birch Financial Group held 1,172 shares of SAP worth $244K as of Q3 2026.
SAP was a new Birch Financial Group position in Q3 2026.
SAP made up 0.11% of Birch Financial Group's portfolio in Q3 2026, its #112 holding.
Birch Financial Group first reported a position in SAP in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's SAP position peaked at $840K in Q1 2025.
566 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.