CIBC Private Wealth Group’s Saratoga Investment SAR Stock Holding History

CIBC Private Wealth Group’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	$11.5K	Hold	500	–	–	﹤0.01%	2378
2025 Q3	$12.2K	Sell	500 -200	-29%	-$4.99K	﹤0.01%	2322
2025 Q2	$17.4K	Buy	700 +500	+250%	+$12.1K	﹤0.01%	2070
2025 Q1	$4.29K	Hold	200	–	–	﹤0.01%	2489
2024 Q4	$4.9K	Sell	200 -200	-50%	-$4.85K	﹤0.01%	2477
2024 Q3	$9.28K	Sell	400 -100	-20%	-$2.31K	﹤0.01%	2425
2024 Q2	$11.3K	Sell	500 -100	-17%	-$2.33K	﹤0.01%	2248
2024 Q1	$13.9K	Buy	+600	New	+$14.1K	﹤0.01%	2160
2018 Q3	–	Sell	-300	Closed	-$8K	–	1573
2018 Q2	$8K	Buy	+300	New	+$6.68K	﹤0.01%	1624

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

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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Private Wealth Group's SAR Position: Q4 2025 in Review

CIBC Private Wealth Group held its Saratoga Investment (SAR) position steady in Q4 2025 at 500 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

CIBC Private Wealth Group first reported a position in SAR in Q2 2018 and has held it in 9 quarters since. The position peaked at $17.4K in Q2 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

CIBC Private Wealth Group held 500 shares of Saratoga Investment worth $11.5K as of Q4 2025.
CIBC Private Wealth Group left its Saratoga Investment share count unchanged in Q4 2025.
Saratoga Investment made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2378 holding.
CIBC Private Wealth Group first reported a position in Saratoga Investment in Q2 2018 and has held it in 9 quarters since.
CIBC Private Wealth Group's Saratoga Investment position peaked at $17.4K in Q2 2025.
71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.