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Avion Wealth’s Saratoga Investment SAR Stock Holding History

Avion Wealth’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 		$4K Buy
218
+7
+3% +$157 ﹤0.01% 876
2026
Q1 		$4K Buy
211
+7
+3% +$161 ﹤0.01% 731
2025
Q4 		$4K Buy
+204
New +$4.62K ﹤0.01% 733

Other funds holding SAR

Lido Advisors
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Avion Wealth's SAR Position: Q2 2026 in Review

Avion Wealth increased its Saratoga Investment (SAR) stake by 3.3% in Q2 2026, buying an estimated $157 and bringing the position to 218 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Avion Wealth first reported a position in SAR in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Avion Wealth held 218 shares of Saratoga Investment worth $4K as of Q2 2026.
  • Avion Wealth bought 7 Saratoga Investment shares in Q2 2026, an estimated $157.
  • Saratoga Investment made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #876 holding.
  • Avion Wealth first reported a position in Saratoga Investment in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.