Cetera Investment Advisers’s Saratoga Investment SAR Stock Holding History

Cetera Investment Advisers’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	$488K	Buy	22,301 +476	+2%	+$11K	﹤0.01%	3536
2025 Q4	$503K	Buy	21,825 +1,807	+9%	+$41K	﹤0.01%	3430
2025 Q3	$488K	Buy	20,018 +9,926	+98%	+$248K	﹤0.01%	3404
2025 Q2	$250K	Buy	10,092 +43	+0.4%	+$1.04K	﹤0.01%	3548
2025 Q1	$255K	Buy	+10,049	New	+$250K	﹤0.01%	3408

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

Cetera Investment Advisers's SAR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Saratoga Investment (SAR) stake by 2.2% in Q1 2026, buying an estimated $11K and bringing the position to 22,301 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #3536.

Cetera Investment Advisers first reported a position in SAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $503K in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Cetera Investment Advisers held 22,301 shares of Saratoga Investment worth $488K as of Q1 2026.
Cetera Investment Advisers bought 476 Saratoga Investment shares in Q1 2026, an estimated $11K.
Saratoga Investment made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3536 holding.
Cetera Investment Advisers first reported a position in Saratoga Investment in Q1 2025 and has held it in 5 quarters since.
Cetera Investment Advisers's Saratoga Investment position peaked at $503K in Q4 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.