Bank of America’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Buy |
25,027
+23,959
| +2,243% | +$551K | ﹤0.01% | 4845 |
|
|
2025
Q4 | $24.6K | Buy |
1,068
+368
| +53% | +$8.34K | ﹤0.01% | 6009 |
|
|
2025
Q3 | $17.1K | Hold |
700
| – | – | ﹤0.01% | 7104 |
|
|
2025
Q2 | $17.4K | Hold |
700
| – | – | ﹤0.01% | 7085 |
|
|
2025
Q1 | $17.7K | Hold |
700
| – | – | ﹤0.01% | 7000 |
|
|
2024
Q4 | $16.7K | Hold |
700
| – | – | ﹤0.01% | 6879 |
|
|
2024
Q3 | $16.2K | Hold |
700
| – | – | ﹤0.01% | 6787 |
|
|
2024
Q2 | $15.9K | Hold |
700
| – | – | ﹤0.01% | 6793 |
|
|
2024
Q1 | $16.2K | Sell |
700
-1,300
| -65% | -$30.6K | ﹤0.01% | 6783 |
|
|
2023
Q4 | $51.7K | Hold |
2,000
| – | – | ﹤0.01% | 6587 |
|
|
2023
Q3 | $51.4K | Sell |
2,000
-46
| -2% | -$1.21K | ﹤0.01% | 6503 |
|
|
2023
Q2 | $55.2K | Sell |
2,046
-7
| -0.3% | -$180 | ﹤0.01% | 6429 |
|
|
2023
Q1 | $51.9K | Buy |
+2,053
| New | +$54.3K | ﹤0.01% | 6493 |
|
|
2022
Q2 | – | Sell |
-13
| Closed | – | – | 8327 |
|
|
2022
Q1 | $0 | Buy |
+13
| New | +$357 | ﹤0.01% | 8687 |
|
|
2021
Q4 | – | Sell |
-1,725
| Closed | -$50K | – | 8584 |
|
|
2021
Q3 | $50K | Buy |
1,725
+1,525
| +763% | +$42.1K | ﹤0.01% | 7042 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 7430 |
|
|
2021
Q1 | $5K | Buy |
+200
| New | +$4.63K | ﹤0.01% | 7128 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$1K | – | 7377 |
|
|
2019
Q1 | $1K | Sell |
40
-3
| -7% | -$68 | ﹤0.01% | 6991 |
|
|
2018
Q4 | $1K | Sell |
43
-1
| -2% | -$22 | ﹤0.01% | 6989 |
|
|
2018
Q3 | $1K | Buy |
+44
| New | +$1.07K | ﹤0.01% | 7144 |
|
|
2018
Q1 | – | Sell |
-115
| Closed | -$3K | – | 7312 |
|
|
2017
Q4 | $3K | Buy |
+115
| New | +$2.55K | ﹤0.01% | 6821 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 7235 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 6754 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 6798 |
|
|
2016
Q4 | $2K | Buy |
+100
| New | +$1.89K | ﹤0.01% | 6848 |
|
|
2015
Q2 | – | Sell |
-40,458
| Closed | -$641K | – | 7383 |
|
|
2015
Q1 | $641K | Sell |
40,458
-92,088
| -69% | -$1.43M | ﹤0.01% | 4112 |
|
|
2014
Q4 | $1.97M | Sell |
132,546
-20,633
| -13% | -$313K | ﹤0.01% | 3394 |
|
|
2014
Q3 | $2.45M | Sell |
153,179
-37,483
| -20% | -$597K | ﹤0.01% | 3198 |
|
|
2014
Q2 | $3M | Hold |
190,662
| – | – | ﹤0.01% | 3011 |
|
|
2014
Q1 | $2.92M | Buy |
190,662
+37,752
| +25% | +$594K | ﹤0.01% | 2871 |
|
|
2013
Q4 | $2.39M | Buy |
152,910
+22,407
| +17% | +$386K | ﹤0.01% | 3149 |
|
|
2013
Q3 | $2.44M | Buy |
+130,503
| New | +$2.38M | ﹤0.01% | 3066 |
|
Other funds holding SAR
PAG
HWAM
AAM
IAIM
EFG
Bank of America's SAR Position: Q1 2026 in Review
Bank of America increased its Saratoga Investment (SAR) stake by 2,243% in Q1 2026, buying an estimated $551K and bringing the position to 25,027 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #4845.
Bank of America first reported a position in SAR in Q3 2013 and has held it in 31 quarters since. The position peaked at $3M in Q2 2014. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.
- Bank of America held 25,027 shares of Saratoga Investment worth $547K as of Q1 2026.
- Bank of America bought 23,959 Saratoga Investment shares in Q1 2026, an estimated $551K.
- Saratoga Investment made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4845 holding.
- Bank of America first reported a position in Saratoga Investment in Q3 2013 and has held it in 31 quarters since.
- Bank of America's Saratoga Investment position peaked at $3M in Q2 2014.
- 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.