S&A Financial Services, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 162,166
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 88 | 162,166 | 13F-HR | S&A Financial Services, Inc. |
| Q2 2026 | 7/27/2026 | 88 | 163,799 | 13F-HR | S&A Financial Services, Inc. |
| Q1 2026 | 6/11/2026 | 87 | 145,560 | 13F-HR | S&A Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.08 K | 14.2% | 139 | 0 | 139 |
| ETFs | 138.8 K | 85.6% | 0 | 1.774 K | -1.774 K |
| Debt | 267 | 0.2% | 3 | 0 | 3 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
162,166
Holdings
88
QoQ value change ($000)
-1,633
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.