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.
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