PFS
SAIL

Prospera Financial Services’s SailPoint Inc SAIL Stock Holding History

Prospera Financial Services’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
82,285
+29,983
+57% +$408K 0.02% 690
2026
Q1 		$692K Buy
+52,302
New +$816K 0.01% 873

Other funds holding SAIL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Prospera Financial Services's SAIL Position: Q2 2026 in Review

Prospera Financial Services increased its SailPoint Inc (SAIL) stake by 57% in Q2 2026, buying an estimated $408K and bringing the position to 82,285 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #690.

Prospera Financial Services first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Prospera Financial Services held 82,285 shares of SailPoint Inc worth $1.2M as of Q2 2026.
  • Prospera Financial Services bought 29,983 SailPoint Inc shares in Q2 2026, an estimated $408K.
  • SailPoint Inc made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #690 holding.
  • Prospera Financial Services first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

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