Arlington Trust’s Saratoga Investment SAR Stock Holding History

Arlington Trust’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
2025 Q2	–	Sell	-1,000	Closed	-$25.3K	–	734
2025 Q1	$25.3K	Hold	1,000	–	–	0.01%	435
2024 Q4	$23.9K	Hold	1,000	–	–	0.01%	413
2024 Q3	$23.2K	Hold	1,000	–	–	0.01%	399
2024 Q2	$22.7K	Buy	+1,000	New	+$23.3K	0.01%	395

Other funds holding SAR

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HWAM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arlington Trust's SAR Position: Q2 2025 in Review

Arlington Trust sold out of Saratoga Investment (SAR) in Q2 2025, closing a stake of 1,000 shares — an estimated $25.3K sold.

Arlington Trust first reported a position in SAR in Q2 2024 and held it in 4 quarters. The position peaked at $25.3K in Q1 2025. 65 funds tracked by Wall St. Rank hold SAR as of Q2 2025.

Arlington Trust reported no remaining Saratoga Investment position as of Q2 2025 after selling out during the quarter.
Arlington Trust sold 1,000 Saratoga Investment shares in Q2 2025, an estimated $25.3K.
Arlington Trust first reported a position in Saratoga Investment in Q2 2024 and held it in 4 quarters.
Arlington Trust's Saratoga Investment position peaked at $25.3K in Q1 2025.
65 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2025.

Based on Arlington Trust's 13F filing for Q2 2025, filed 8 Jul 2025.