Family Legacy Financial Solutions’s SAP SAP Stock Holding History

Family Legacy Financial Solutions’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	$934K	Buy	+5,762	New	+$983K	0.57%	23
2026 Q1	–	Sell	-5,762	Closed	-$1.3M	–	51
2025 Q4	$1.3M	Hold	5,762	–	–	1.01%	20
2025 Q3	$1.54M	Sell	5,762 -77	-1%	-$21.7K	1.18%	18
2025 Q2	$1.77M	Buy	+5,839	New	+$1.67M	1.5%	14

Other funds holding SAP

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return