Citadel Advisors
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Citadel Advisors’s Saratoga Investment SAR Stock Holding History

Citadel 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
Q1 		$510K Buy
23,303
+4,843
+26% +$111K ﹤0.01% 9259
2025
Q4 		$426K Buy
+18,460
New +$418K ﹤0.01% 9403
2025
Q2 		– Sell
-39,043
Closed -$943K – 14732
2025
Q1 		$989K Buy
39,043
+21,154
+118% +$526K ﹤0.01% 6986
2024
Q4 		$428K Buy
+17,889
New +$434K ﹤0.01% 8902
2024
Q3 		– Sell
-6,899
Closed -$159K – 15110
2024
Q2 		$157K Sell
6,899
-58,847
-90% -$1.37M ﹤0.01% 10281
2024
Q1 		$1.53M Sell
65,746
-128,617
-66% -$3.02M ﹤0.01% 6054
2023
Q4 		$5.03M Buy
194,363
+155,150
+396% +$3.88M ﹤0.01% 3779
2023
Q3 		$1.01M Buy
39,213
+31,202
+389% +$820K ﹤0.01% 6538
2023
Q2 		$216K Buy
8,011
+3,720
+87% +$95.4K ﹤0.01% 9716
2023
Q1 		$108K Sell
4,291
-5,861
-58% -$155K ﹤0.01% 11138
2022
Q4 		$259K Buy
+10,152
New +$242K ﹤0.01% 9628
2022
Q2 		– Sell
-11,225
Closed -$291K – 13946
2022
Q1 		$306K Sell
11,225
-20,913
-65% -$575K ﹤0.01% 10546
2021
Q4 		$944K Buy
+32,138
New +$935K ﹤0.01% 8115
2020
Q3 		– Sell
-24,131
Closed -$382K – 10650
2020
Q2 		$382K Buy
24,131
+2,637
+12% +$38.9K ﹤0.01% 7523
2020
Q1 		$247K Sell
21,494
-11,792
-35% -$271K ﹤0.01% 7651
2019
Q4 		$830K Buy
33,286
+2,215
+7% +$55.6K ﹤0.01% 5935
2019
Q3 		$768K Buy
+31,071
New +$768K ﹤0.01% 6038

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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 $432B AUM 29.4% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors's SAR Position: Q1 2026 in Review

Citadel Advisors increased its Saratoga Investment (SAR) stake by 26% in Q1 2026, buying an estimated $111K and bringing the position to 23,303 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #9259.

Citadel Advisors first reported a position in SAR in Q3 2019 and has held it in 17 quarters since. The position peaked at $5.03M in Q4 2023. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Citadel Advisors held 23,303 shares of Saratoga Investment worth $510K as of Q1 2026.
  • Citadel Advisors bought 4,843 Saratoga Investment shares in Q1 2026, an estimated $111K.
  • Saratoga Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9259 holding.
  • Citadel Advisors first reported a position in Saratoga Investment in Q3 2019 and has held it in 17 quarters since.
  • Citadel Advisors's Saratoga Investment position peaked at $5.03M in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.