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LifeSteps Financial’s SAP SAP Stock Holding History

LifeSteps 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
2026
Q2 		$4.16K Buy
+27
New +$4.61K ﹤0.01% 564

Other funds holding SAP

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
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
BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

LifeSteps Financial's SAP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in SAP (SAP) in Q2 2026: 27 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

292 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • LifeSteps Financial held 27 shares of SAP worth $4.16K as of Q2 2026.
  • SAP was a new LifeSteps Financial position in Q2 2026.
  • SAP made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #564 holding.
  • 292 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.