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Bard Associates’s Saratoga Investment SAR Stock Holding History

Bard Associates’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
Q4 		– Sell
-14,256
Closed -$348K – 258
2025
Q3 		$348K Sell
14,256
-1,589
-10% -$39.6K 0.09% 132
2025
Q2 		$393K Sell
15,845
-100
-0.6% -$2.41K 0.13% 126
2025
Q1 		$404K Hold
15,945
– – 0.15% 124
2024
Q4 		$381K Hold
15,945
– – 0.13% 130
2024
Q3 		$370K Hold
15,945
– – 0.13% 140
2024
Q2 		$362K Hold
15,945
– – 0.14% 133
2024
Q1 		$370K Hold
15,945
– – 0.13% 134
2023
Q4 		$412K Sell
15,945
-540
-3% -$13.5K 0.16% 129
2023
Q3 		$424K Hold
16,485
– – 0.18% 127
2023
Q2 		$445K Buy
16,485
+75
+0.5% +$1.92K 0.17% 121
2023
Q1 		$415K Buy
16,410
+200
+1% +$5.29K 0.17% 125
2022
Q4 		$424K Buy
16,210
+125
+0.8% +$2.98K 0.18% 118
2022
Q3 		$334K Sell
16,085
-160
-1% -$3.85K 0.15% 130
2022
Q2 		$389K Sell
16,245
-1,850
-10% -$47.9K 0.17% 127
2022
Q1 		$493K Buy
18,095
+2,390
+15% +$65.7K 0.17% 129
2021
Q4 		$461K Buy
15,705
+4,610
+42% +$134K 0.15% 138
2021
Q3 		$319K Buy
11,095
+2,485
+29% +$68.6K 0.11% 147
2021
Q2 		$231K Buy
+8,610
New +$220K 0.08% 152

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
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bard Associates's SAR Position: Q4 2025 in Review

Bard Associates sold out of Saratoga Investment (SAR) in Q4 2025, closing a stake of 14,256 shares — an estimated $348K sold.

Bard Associates first reported a position in SAR in Q2 2021 and held it in 18 quarters. The position peaked at $493K in Q1 2022. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

  • Bard Associates reported no remaining Saratoga Investment position as of Q4 2025 after selling out during the quarter.
  • Bard Associates sold 14,256 Saratoga Investment shares in Q4 2025, an estimated $348K.
  • Bard Associates first reported a position in Saratoga Investment in Q2 2021 and held it in 18 quarters.
  • Bard Associates's Saratoga Investment position peaked at $493K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on Bard Associates's 13F filing for Q4 2025, filed 13 Feb 2026.