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Farther Finance Advisors’s SAP SAP Stock Holding History

Farther Finance 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
Q3 		$1.54M Sell
7,399
-2,728
-27% -$530K 0.01% 895
2026
Q2 		$1.56M Buy
10,127
+1,031
+11% +$176K 0.01% 856
2026
Q1 		$1.56M Buy
9,096
+917
+11% +$189K 0.01% 760
2025
Q4 		$1.99M Buy
8,179
+3,223
+65% +$821K 0.02% 583
2025
Q3 		$1.32M Buy
4,956
+906
+22% +$255K 0.02% 600
2025
Q2 		$1.23M Buy
4,050
+1,141
+39% +$327K 0.02% 513
2025
Q1 		$786K Buy
2,909
+142
+5% +$38.7K 0.02% 603
2024
Q4 		$681K Buy
2,767
+354
+15% +$84.2K 0.02% 496
2024
Q3 		$553K Buy
2,413
+20
+0.8% +$4.25K 0.02% 551
2024
Q2 		$477K Buy
2,393
+925
+63% +$175K 0.02% 494
2024
Q1 		$288K Buy
1,468
+42
+3% +$7.46K 0.02% 569
2023
Q4 		$220K Buy
1,426
+771
+118% +$112K 0.02% 525
2023
Q3 		$84.8K Buy
655
+417
+175% +$56.8K 0.01% 617
2023
Q2 		$32.6K Hold
238
– – 0.01% 825
2023
Q1 		$30.1K Sell
238
-403
-63% -$47.3K 0.01% 773
2022
Q4 		$66.1K Buy
+641
New +$64.2K 0.03% 429

Other funds holding SAP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's SAP Position: Q3 2026 in Review

Farther Finance Advisors reduced its SAP (SAP) stake by 27% in Q3 2026, selling an estimated $530K and leaving 7,399 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #895.

Farther Finance Advisors first reported a position in SAP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q4 2025. 37 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Farther Finance Advisors held 7,399 shares of SAP worth $1.54M as of Q3 2026.
  • Farther Finance Advisors sold 2,728 SAP shares in Q3 2026, an estimated $530K.
  • SAP made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #895 holding.
  • Farther Finance Advisors first reported a position in SAP in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's SAP position peaked at $1.99M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.