BlackRock’s Saratoga Investment SAR Stock Holding History

BlackRock’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	$1.19M	Sell	54,596 -40,601	-43%	-$935K	﹤0.01%	4278
2025 Q4	$2.2M	Sell	95,197 -3,669	-4%	-$83.2K	﹤0.01%	4091
2025 Q3	$2.41M	Buy	98,866 +29,268	+42%	+$730K	﹤0.01%	4035
2025 Q2	$1.73M	Buy	69,598 +17,682	+34%	+$427K	﹤0.01%	4102
2025 Q1	$1.32M	Sell	51,916 -1,082	-2%	-$26.9K	﹤0.01%	4108
2024 Q4	$1.27M	Buy	52,998 +13,972	+36%	+$339K	﹤0.01%	4171
2024 Q3	$905K	Buy	+39,026	New	+$901K	﹤0.01%	4195
2023 Q1	–	Sell	-1	Closed	-$14	–	5680
2022 Q4	$14	Hold	1	–	–	﹤0.01%	5751
2022 Q3	$0	Buy	+1	New	+$24	﹤0.01%	5909
2020 Q1	–	Sell	-12	Closed	–	–	5063
2019 Q4	$0	Hold	12	–	–	﹤0.01%	5060
2019 Q3	$0	Buy	+12	New	+$296	﹤0.01%	5066

Other funds holding SAR

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

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

BlackRock's SAR Position: Q1 2026 in Review

BlackRock reduced its Saratoga Investment (SAR) stake by 43% in Q1 2026, selling an estimated $935K and leaving 54,596 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

BlackRock first reported a position in SAR in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.41M in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

BlackRock held 54,596 shares of Saratoga Investment worth $1.19M as of Q1 2026.
BlackRock sold 40,601 Saratoga Investment shares in Q1 2026, an estimated $935K.
Saratoga Investment made up ﹤0.01% of BlackRock's portfolio in Q1 2026, its #4278 holding.
BlackRock first reported a position in Saratoga Investment in Q3 2019 and has held it in 11 quarters since.
BlackRock's Saratoga Investment position peaked at $2.41M in Q3 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

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