SYM Financial Corp’s SAP SAP Stock Holding History

SYM Financial Corp’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 Q1	–	Sell	-1,103	Closed	-$268K	–	453
2025 Q4	$268K	Sell	1,103 -241	-18%	-$61.4K	0.03%	258
2025 Q3	$359K	Sell	1,344 -98	-7%	-$27.6K	0.04%	173
2025 Q2	$439K	Buy	1,442 +61	+4%	+$17.5K	0.05%	143
2025 Q1	$371K	Buy	1,381 +91	+7%	+$24.8K	0.05%	140
2024 Q4	$318K	Buy	+1,290	New	+$307K	0.04%	147

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYM Financial Corp's SAP Position: Q1 2026 in Review

SYM Financial Corp sold out of SAP (SAP) in Q1 2026, closing a stake of 1,103 shares — an estimated $268K sold.

SYM Financial Corp first reported a position in SAP in Q4 2024 and held it in 5 quarters. The position peaked at $439K in Q2 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

SYM Financial Corp reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 1,103 SAP shares in Q1 2026, an estimated $268K.
SYM Financial Corp first reported a position in SAP in Q4 2024 and held it in 5 quarters.
SYM Financial Corp's SAP position peaked at $439K in Q2 2025.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.