S&A Financial Services, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, S&A Financial Services, Inc. opened 3 positions, added to 6, reduced 15, sold out of 3 and left 5 unchanged. The largest increase in value was AAPL (+$523,493); the largest decrease was CPRT (-$381,802).
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 19,057; Shares 2026-06-30 18,523.
- WELL: Country of operation United States; Class COM; Shares 2026-03-31 6,967; Shares 2026-06-30 6,768.
- COST: Country of operation United States; Class COM; Shares 2026-03-31 1,943; Shares 2026-06-30 1,906.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 5,006; Shares 2026-06-30 4,837.
Two Form 13F-HR filings compared (SEC CIK 2140428): 2026-03-31 (filed 2026-06-12) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 19,057 | 18,523 | -534 | $4,836,400 | $5,359,893 | +$523,493 |
|---|
WELL
WELLTOWER INC | United States | COM | 6,967 | 6,768 | -199 | $1,377,396 | $1,536,238 | +$158,842 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,943 | 1,906 | -37 | $1,936,207 | $1,783,427 | -$152,780 |
|---|
AMZN
AMAZON COM INC | United States | COM | 5,006 | 4,837 | -169 | $1,042,599 | $1,152,851 | +$110,252 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,411 | 1,363 | -48 | $607,139 | $502,102 | -$105,037 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,508 | 1,370 | -138 | $862,841 | $771,889 | -$90,952 |
|---|
T
AT&T INC | United States | COM | 10,306 | 10,125 | -181 | $298,765 | $209,596 | -$89,169 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,029 | 1,880 | -149 | $583,646 | $671,941 | +$88,295 |
|---|
B
BARRICK MNG CORP | | COM SHS | 8,146 | 7,331 | -815 | $332,275 | $269,268 | -$63,007 |
|---|
TSLA
TESLA INC | United States | COM | 1,084 | 1,054 | -30 | $402,977 | $443,312 | +$40,335 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 2,151 | 1,750 | -401 | $375,216 | $350,221 | -$24,995 |
|---|
EVRG
EVERGY INC | United States | COM | 9,141 | 8,952 | -189 | $748,793 | $773,683 | +$24,890 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,386 | 1,357 | -29 | $664,171 | $679,029 | +$14,858 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 2,807 | 2,752 | -55 | $1,038,793 | $1,026,651 | -$12,142 |
|---|
D
DOMINION ENERGY INC | United States | COM | 4,198 | 3,829 | -369 | $259,529 | $261,464 | +$1,935 |
|---|
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