Francis Financial’s SAP SAP Stock Holding History

Francis Financial’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
2025 Q4	–	Sell	-529	Closed	-$243K	–	133
2025 Q3	$243K	Buy	+529	New	+$149K	0.04%	114

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Francis Financial's SAP Position: Q4 2025 in Review

Francis Financial sold out of SAP (SAP) in Q4 2025, closing a stake of 529 shares — an estimated $243K sold.

Francis Financial first reported a position in SAP in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Francis Financial reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Francis Financial sold 529 SAP shares in Q4 2025, an estimated $243K.
Francis Financial first reported a position in SAP in Q3 2025 and held it in 1 quarter.
Francis Financial's SAP position peaked at $243K in Q3 2025.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Francis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.