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Blue Trust Inc’s Saratoga Investment SAR Stock Holding History

Blue Trust Inc’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 		– Sell
-20
Closed -$461 – 2652
2025
Q4 		$461 Hold
20
– – ﹤0.01% 2406
2025
Q3 		$488 Buy
+20
New +$499 ﹤0.01% 2429

Other funds holding SAR

Lido Advisors
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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 $480B AUM 42.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Blue Trust Inc's SAR Position: Q1 2026 in Review

Blue Trust Inc sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 20 shares — an estimated $461 sold.

Blue Trust Inc first reported a position in SAR in Q3 2025 and held it in 2 quarters. The position peaked at $488 in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Blue Trust Inc reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 20 Saratoga Investment shares in Q1 2026, an estimated $461.
  • Blue Trust Inc first reported a position in Saratoga Investment in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Saratoga Investment position peaked at $488 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.