Ameriprise
SAR icon

Ameriprise’s Saratoga Investment SAR Stock Holding History

Ameriprise’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
Q1 		$397K Sell
18,131
-47,461
-72% -$1.09M ﹤0.01% 3669
2025
Q4 		$1.51M Sell
65,592
-5,957
-8% -$135K ﹤0.01% 3143
2025
Q3 		$1.75M Buy
71,549
+4,650
+7% +$116K ﹤0.01% 3073
2025
Q2 		$1.66M Sell
66,899
-1,641
-2% -$39.6K ﹤0.01% 3041
2025
Q1 		$1.74M Buy
68,540
+8,579
+14% +$213K ﹤0.01% 2968
2024
Q4 		$1.43M Sell
59,961
-4,777
-7% -$116K ﹤0.01% 3080
2024
Q3 		$1.5M Buy
64,738
+2,659
+4% +$61.4K ﹤0.01% 3045
2024
Q2 		$1.41M Buy
62,079
+3,097
+5% +$72.2K ﹤0.01% 3015
2024
Q1 		$1.37M Buy
58,982
+11,519
+24% +$271K ﹤0.01% 3042
2023
Q4 		$1.23M Buy
47,463
+555
+1% +$13.9K ﹤0.01% 3107
2023
Q3 		$1.21M Sell
46,908
-11,431
-20% -$300K ﹤0.01% 3058
2023
Q2 		$1.57M Buy
58,339
+60
+0.1% +$1.54K ﹤0.01% 2987
2023
Q1 		$1.47M Sell
58,279
-2,089
-3% -$55.2K ﹤0.01% 2983
2022
Q4 		$1.54M Buy
60,368
+12,495
+26% +$298K ﹤0.01% 2921
2022
Q3 		$994K Buy
47,873
+6,972
+17% +$168K ﹤0.01% 3118
2022
Q2 		$979K Buy
40,901
+15,523
+61% +$402K ﹤0.01% 3133
2022
Q1 		$692K Sell
25,378
-1,003
-4% -$27.6K ﹤0.01% 3357
2021
Q4 		$775K Sell
26,381
-428
-2% -$12.4K ﹤0.01% 3366
2021
Q3 		$773K Buy
+26,809
New +$740K ﹤0.01% 3265
2017
Q2 		– Sell
-9,812
Closed -$213K – 3795
2017
Q1 		$213K Buy
+9,812
New +$215K ﹤0.01% 3456
2016
Q3 		– Sell
-18,129
Closed -$306K – 3832
2016
Q2 		$306K Buy
18,129
+265
+1% +$4.36K ﹤0.01% 3374
2016
Q1 		$280K Buy
17,864
+287
+2% +$4.15K ﹤0.01% 3397
2015
Q4 		$271K Buy
17,577
+300
+2% +$4.7K ﹤0.01% 3532
2015
Q3 		$279K Buy
+17,277
New +$287K ﹤0.01% 3512

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameriprise's SAR Position: Q1 2026 in Review

Ameriprise reduced its Saratoga Investment (SAR) stake by 72% in Q1 2026, selling an estimated $1.09M and leaving 18,131 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Ameriprise first reported a position in SAR in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.75M in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Ameriprise held 18,131 shares of Saratoga Investment worth $397K as of Q1 2026.
  • Ameriprise sold 47,461 Saratoga Investment shares in Q1 2026, an estimated $1.09M.
  • Saratoga Investment made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3669 holding.
  • Ameriprise first reported a position in Saratoga Investment in Q3 2015 and has held it in 24 quarters since.
  • Ameriprise's Saratoga Investment position peaked at $1.75M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.