Financial Life Planners’s SAP SAP Stock Holding History

Financial Life Planners’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	$4.75K	Buy	31 +1	+3%	+$171	﹤0.01%	265
2026 Q1	$5.22K	Buy	+30	New	+$6.19K	﹤0.01%	263
2025 Q4	–	Sell	-30	Closed	-$8.14K	–	273
2025 Q3	$8.14K	Buy	+30	New	+$8.44K	0.01%	257
2025 Q1	–	Sell	-30	Closed	-$7.45K	–	313
2024 Q4	$7.45K	Buy	+30	New	+$7.14K	0.01%	281

Other funds holding SAP

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMIC

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

CGH

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

Financial Life Planners's SAP Position: Q2 2026 in Review

Financial Life Planners increased its SAP (SAP) stake by 3.3% in Q2 2026, buying an estimated $171 and bringing the position to 31 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Financial Life Planners first reported a position in SAP in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.14K in Q3 2025. 311 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Financial Life Planners held 31 shares of SAP worth $4.75K as of Q2 2026.
Financial Life Planners bought 1 SAP share in Q2 2026, an estimated $171.
SAP made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #265 holding.
Financial Life Planners first reported a position in SAP in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's SAP position peaked at $8.14K in Q3 2025.
311 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.