Monte Financial Group
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Monte Financial Group’s SAP SAP Stock Holding History

Monte 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
Q3 		$3.43M Buy
+16,470
New +$3.2M 1.15% 38
2022
Q2 		– Sell
-3,771
Closed -$418K – 83
2022
Q1 		$418K Sell
3,771
-1,232
-25% -$150K 0.22% 68
2021
Q4 		$701K Buy
5,003
+80
+2% +$11.2K 0.37% 59
2021
Q3 		$665K Buy
4,923
+230
+5% +$33.4K 0.38% 50
2021
Q2 		$659K Sell
4,693
-511
-10% -$71.2K 0.38% 48
2021
Q1 		$639K Sell
5,204
-241
-4% -$30.5K 0.39% 47
2020
Q4 		$710K Buy
+5,445
New +$703K 0.48% 48

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Monte Financial Group's SAP Position: Q3 2026 in Review

Monte Financial Group opened a new position in SAP (SAP) in Q3 2026: 16,470 shares worth $3.43M. The stake represents 1.15% of the portfolio and ranks #38 among its holdings. This is a return to the name: Monte Financial Group previously reported a position in SAP as recently as Q1 2022.

Monte Financial Group first reported a position in SAP in Q4 2020 and has held it in 7 quarters since. 491 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Monte Financial Group held 16,470 shares of SAP worth $3.43M as of Q3 2026.
  • SAP was a new Monte Financial Group position in Q3 2026.
  • SAP made up 1.15% of Monte Financial Group's portfolio in Q3 2026, its #38 holding.
  • Monte Financial Group first reported a position in SAP in Q4 2020 and has held it in 7 quarters since.
  • 491 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Monte Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.