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Roxbury Financial’s SAP SAP Stock Holding History

Roxbury 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 		– Sell
-10
Closed -$1.71K – 426
2026
Q1 		$1.71K Hold
10
– – ﹤0.01% 350
2025
Q4 		$2.43K Hold
10
– – ﹤0.01% 346
2025
Q3 		$2.67K Buy
+10
New +$2.81K ﹤0.01% 337

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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Roxbury Financial's SAP Position: Q2 2026 in Review

Roxbury Financial sold out of SAP (SAP) in Q2 2026, closing a stake of 10 shares — an estimated $1.71K sold.

Roxbury Financial first reported a position in SAP in Q3 2025 and held it in 3 quarters. The position peaked at $2.67K in Q3 2025. 217 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Roxbury Financial reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Roxbury Financial sold 10 SAP shares in Q2 2026, an estimated $1.71K.
  • Roxbury Financial first reported a position in SAP in Q3 2025 and held it in 3 quarters.
  • Roxbury Financial's SAP position peaked at $2.67K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.