JTBR
SAP icon

James T. Borello RIA’s SAP SAP Stock Holding History

James T. Borello RIA’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 		$115K Buy
554
+173
+45% +$33.6K 0.02% 158
2026
Q2 		$58.7K Sell
381
-198
-34% -$33.8K 0.01% 218
2026
Q1 		$99.1K Buy
579
+573
+9,550% +$118K 0.03% 153
2025
Q4 		$1.46K Buy
+6
New +$1.53K ﹤0.01% 838

Other funds holding SAP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

James T. Borello RIA's SAP Position: Q3 2026 in Review

James T. Borello RIA increased its SAP (SAP) stake by 45% in Q3 2026, buying an estimated $33.6K and bringing the position to 554 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #158.

James T. Borello RIA first reported a position in SAP in Q4 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • James T. Borello RIA held 554 shares of SAP worth $115K as of Q3 2026.
  • James T. Borello RIA bought 173 SAP shares in Q3 2026, an estimated $33.6K.
  • SAP made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #158 holding.
  • James T. Borello RIA first reported a position in SAP in Q4 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.