BFG
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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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
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

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

Birch Financial Group sold out of SAP (SAP) in Q2 2026, closing a stake of 2,593 shares — an estimated $444K sold.

Birch Financial Group first reported a position in SAP in Q4 2024 and held it in 6 quarters. The position peaked at $840K in Q1 2025. 458 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Birch Financial Group reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,593 SAP shares in Q2 2026, an estimated $444K.
  • Birch Financial Group first reported a position in SAP in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's SAP position peaked at $840K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.