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S&A Financial Services, Inc. Last Quarter Change: USA Stocks, Unchanged

S&A Financial Services, Inc. quarter change: USA Stocks, Unchanged

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).

  • CPRT: Country of operation United States; Class COM; Shares 2026-03-31 76,208; Shares 2026-06-30 76,208.
  • LLY: Country of operation United States; Class COM; Shares 2026-03-31 425; Shares 2026-06-30 425.
  • CAT: Country of operation United States; Class COM; Shares 2026-03-31 300; Shares 2026-06-30 300.
  • FFIN: Country of operation United States; Class COM; Shares 2026-03-31 11,950; Shares 2026-06-30 11,950.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CPRT
COPART INC
United StatesCOM76,20876,2080$2,530,106$2,148,304-$381,802
LLY
ELI LILLY & CO
United StatesCOM4254250$390,593$509,578+$118,985
CAT
CATERPILLAR INC
United StatesCOM3003000$212,538$319,470+$106,932
FFIN
FIRST FINL BANKSHARES INC
United StatesCOM11,95011,9500$351,932$413,476+$61,544
ORCL
ORACLE CORP
United StatesCOM1,6781,6780$246,851$245,911-$940

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