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 		$505K Buy
23,100
+14,400
+166% +$331K ﹤0.01% 9278
2025
Q4 		$201K Sell
8,700
-12,100
-58% -$274K ﹤0.01% 11039
2025
Q3 		$507K Buy
20,800
+3,600
+21% +$89.8K ﹤0.01% 9100
2025
Q2 		$427K Sell
17,200
-900
-5% -$21.7K ﹤0.01% 9004
2025
Q1 		$458K Sell
18,100
-2,200
-11% -$54.7K ﹤0.01% 8661
2024
Q4 		$486K Buy
20,300
+8,100
+66% +$196K ﹤0.01% 8623
2024
Q3 		$283K Buy
12,200
+6,300
+107% +$145K ﹤0.01% 9457
2024
Q2 		$134K Buy
5,900
+2,500
+74% +$58.3K ﹤0.01% 10507
2024
Q1 		$78.9K Buy
3,400
+2,600
+325% +$61.1K ﹤0.01% 11673
2023
Q4 		$20.7K Sell
800
-10,700
-93% -$267K ﹤0.01% 12595
2023
Q3 		$296K Buy
11,500
+100
+0.9% +$2.63K ﹤0.01% 9208
2023
Q2 		$308K Sell
11,400
-3,200
-22% -$82.1K ﹤0.01% 8998
2023
Q1 		$369K Buy
14,600
+600
+4% +$15.9K ﹤0.01% 8949
2022
Q4 		$357K Buy
14,000
+3,400
+32% +$81.2K ﹤0.01% 8944
2022
Q3 		$220K Buy
10,600
+1,400
+15% +$33.6K ﹤0.01% 10221
2022
Q2 		$221K Buy
+9,200
New +$238K ﹤0.01% 10487

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.