Trifecta Capital Advisors
SAP icon

Trifecta Capital Advisors’s SAP SAP Stock Holding History

Trifecta Capital 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
Q3 		$11K Sell
53
-4
-7% -$776 ﹤0.01% 240
2026
Q2 		$8.78K Buy
57
+4
+8% +$682 ﹤0.01% 259
2026
Q1 		$9.08K Hold
53
– – ﹤0.01% 234
2025
Q4 		$12.9K Hold
53
– – ﹤0.01% 215
2025
Q3 		$14.2K Hold
53
– – ﹤0.01% 227
2025
Q2 		$16.1K Hold
53
– – ﹤0.01% 224
2025
Q1 		$14.2K Hold
53
– – ﹤0.01% 205
2024
Q4 		$13K Buy
+53
New +$12.6K ﹤0.01% 205

Other funds holding SAP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Trifecta Capital Advisors's SAP Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its SAP (SAP) stake by 7% in Q3 2026, selling an estimated $776 and leaving 53 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Trifecta Capital Advisors first reported a position in SAP in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.1K in Q2 2025. 325 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Trifecta Capital Advisors held 53 shares of SAP worth $11K as of Q3 2026.
  • Trifecta Capital Advisors sold 4 SAP shares in Q3 2026, an estimated $776.
  • SAP made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #240 holding.
  • Trifecta Capital Advisors first reported a position in SAP in Q4 2024 and has held it in 8 quarters since.
  • Trifecta Capital Advisors's SAP position peaked at $16.1K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.