S&A Financial Services, Inc. CPRT — COPART INC

Ownership history in S&A Financial Services, Inc.  ·  3 quarters on record

AI Ownership Summary

S&A Financial Services, Inc. reported COPART INC (CPRT) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 1.74% in 2026 Q1. The latest visible filing shows CPRT at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&A Financial Services, Inc.'s position in COPART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CPRT was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How S&A Financial Services, Inc. held CPRT — position size vs. price
% of Fund (quarterly)    CPRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 76,208 — 0% 1.28% $2.1M 2026-11-03 $31.06
2026 Q2 UNCHANGED — — — 76,208 — 0% 1.31% $2.1M 2026-07-27 $29.79
2026 Q1 INITIATED — — — 76,208 — — 1.74% $2.5M 2026-06-12 $30.75

FAQ About S&A Financial Services, Inc. and CPRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&A Financial Services, Inc. reported owning CPRT?

S&A Financial Services, Inc. reported CPRT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported CPRT position in S&A Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for CPRT was 1.74% in 2026 Q1.

What is the latest reported CPRT position on this page?

The most recent filing on this page is 2026 Q3, when S&A Financial Services, Inc. reported 76,208 shares, equal to 1.28% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CPRT ownership page compare?

The chart compares S&A Financial Services, Inc.'s quarterly CPRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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