Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Saratoga Investment SAR Stock Holding History

Cambridge Investment Research Advisors’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 		$518K Sell
23,199
-777
-3% -$17.4K ﹤0.01% 2711
2026
Q1 		$524K Buy
23,976
+5,026
+27% +$116K ﹤0.01% 2760
2025
Q4 		$437K Sell
18,950
-8,164
-30% -$185K ﹤0.01% 2855
2025
Q3 		$661K Buy
27,114
+10,790
+66% +$269K ﹤0.01% 2414
2025
Q2 		$405K Buy
16,324
+624
+4% +$15.1K ﹤0.01% 2732
2025
Q1 		$398K Buy
+15,700
New +$390K ﹤0.01% 2645
2022
Q2 		– Sell
-8,771
Closed -$239K – 3188
2022
Q1 		$239K Buy
+8,771
New +$241K ﹤0.01% 2741

Other funds holding SAR

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cambridge Investment Research Advisors's SAR Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Saratoga Investment (SAR) stake by 3.2% in Q2 2026, selling an estimated $17.4K and leaving 23,199 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Cambridge Investment Research Advisors first reported a position in SAR in Q1 2022 and has held it in 7 quarters since. The position peaked at $661K in Q3 2025. 18 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,199 shares of Saratoga Investment worth $518K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 777 Saratoga Investment shares in Q2 2026, an estimated $17.4K.
  • Saratoga Investment made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2711 holding.
  • Cambridge Investment Research Advisors first reported a position in Saratoga Investment in Q1 2022 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Saratoga Investment position peaked at $661K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.