SF
SAP icon

Summit Financial’s SAP SAP Stock Holding History

Summit 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 		$265K Buy
+1,718
New +$293K ﹤0.01% 1390
2026
Q1 		– Sell
-1,224
Closed -$297K – 1456
2025
Q4 		$297K Buy
1,224
+30
+3% +$7.64K ﹤0.01% 1092
2025
Q3 		$319K Sell
1,194
-23
-2% -$6.47K ﹤0.01% 1038
2025
Q2 		$370K Buy
1,217
+277
+29% +$79.4K 0.01% 638
2025
Q1 		$252K Sell
940
-216
-19% -$58.8K 0.01% 647
2024
Q4 		$285K Buy
+1,156
New +$275K 0.01% 552

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Summit Financial's SAP Position: Q2 2026 in Review

Summit Financial opened a new position in SAP (SAP) in Q2 2026: 1,718 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Summit Financial previously reported a position in SAP as recently as Q4 2025.

Summit Financial first reported a position in SAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Summit Financial held 1,718 shares of SAP worth $265K as of Q2 2026.
  • SAP was a new Summit Financial position in Q2 2026.
  • SAP made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1390 holding.
  • Summit Financial first reported a position in SAP in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's SAP position peaked at $370K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.