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Independent Financial Group’s SAP SAP Stock Holding History

Independent 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
-1,309
Closed -$224K – 1615
2026
Q1 		$224K Buy
+1,309
New +$270K 0.01% 1326
2025
Q3 		– Sell
-782
Closed -$238K – 1415
2025
Q2 		$238K Buy
+782
New +$224K 0.01% 1139

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Independent Financial Group sold out of SAP (SAP) in Q2 2026, closing a stake of 1,309 shares — an estimated $224K sold.

Independent Financial Group first reported a position in SAP in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Independent Financial Group reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,309 SAP shares in Q2 2026, an estimated $224K.
  • Independent Financial Group first reported a position in SAP in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's SAP position peaked at $238K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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