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SOA Wealth Advisors’s SAP SAP Stock Holding History

SOA Wealth Advisors’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 		$5.63K Buy
+5,635
New +$961K ﹤0.01% 689

Other funds holding SAP

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

SOA Wealth Advisors's SAP Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in SAP (SAP) in Q2 2026: 5,635 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings.

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

  • SOA Wealth Advisors held 5,635 shares of SAP worth $5.63K as of Q2 2026.
  • SAP was a new SOA Wealth Advisors position in Q2 2026.
  • SAP made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • 162 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.