Advisory Services Network’s Saratoga Investment SAR Stock Holding History

Advisory Services Network’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-241	Closed	-$5.27K	–	4172
2026 Q1	$5.27K	Buy	+241	New	+$5.55K	﹤0.01%	3828
2025 Q4	–	Sell	-1,841	Closed	-$44.9K	–	3803
2025 Q3	$44.9K	Buy	+1,841	New	+$45.9K	﹤0.01%	2522
2023 Q2	–	Sell	-772	Closed	-$19.5K	–	3252
2023 Q1	$19.5K	Buy	772 +6	+0.8%	+$159	﹤0.01%	2557
2022 Q4	$19.5K	Buy	+766	New	+$18.3K	﹤0.01%	2495
2021 Q3	–	Sell	-217	Closed	-$6K	–	2893
2021 Q2	$6K	Buy	+217	New	+$5.55K	﹤0.01%	3015
2021 Q1	–	Sell	-112	Closed	-$2K	–	2653
2020 Q4	$2K	Buy	112 +2	+2%	+$40	﹤0.01%	3040
2020 Q3	$2K	Buy	+110	New	+$1.88K	﹤0.01%	3179
2020 Q2	–	Sell	-236	Closed	-$3K	–	2431
2020 Q1	$3K	Buy	236 +5	+2%	+$115	﹤0.01%	2666
2019 Q4	$6K	Buy	231 +11	+5%	+$276	﹤0.01%	2566
2019 Q3	$5K	Hold	220	–	–	﹤0.01%	2426
2019 Q2	$5K	Buy	+220	New	+$5.38K	﹤0.01%	2424

Other funds holding SAR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisory Services Network's SAR Position: Q2 2026 in Review

Advisory Services Network sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 241 shares — an estimated $5.27K sold.

Advisory Services Network first reported a position in SAR in Q2 2019 and held it in 11 quarters. The position peaked at $44.9K in Q3 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Advisory Services Network reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 241 Saratoga Investment shares in Q2 2026, an estimated $5.27K.
Advisory Services Network first reported a position in Saratoga Investment in Q2 2019 and held it in 11 quarters.
Advisory Services Network's Saratoga Investment position peaked at $44.9K in Q3 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.