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
Q2 		– Sell
-16,200
Closed -$354K – 14699
2026
Q1 		$354K Buy
16,200
+3,000
+23% +$69.1K ﹤0.01% 10090
2025
Q4 		$305K Sell
13,200
-8,500
-39% -$193K ﹤0.01% 10113
2025
Q3 		$529K Sell
21,700
-4,200
-16% -$105K ﹤0.01% 8997
2025
Q2 		$642K Sell
25,900
-4,800
-16% -$116K ﹤0.01% 8032
2025
Q1 		$778K Buy
30,700
+3,000
+11% +$74.6K ﹤0.01% 7514
2024
Q4 		$663K Buy
27,700
+8,400
+44% +$204K ﹤0.01% 7934
2024
Q3 		$448K Sell
19,300
-4,300
-18% -$99.2K ﹤0.01% 8505
2024
Q2 		$536K Buy
23,600
+3,200
+16% +$74.6K ﹤0.01% 7911
2024
Q1 		$473K Buy
20,400
+12,000
+143% +$282K ﹤0.01% 8527
2023
Q4 		$217K Buy
8,400
+2,900
+53% +$72.4K ﹤0.01% 9781
2023
Q3 		$141K Sell
5,500
-200
-4% -$5.26K ﹤0.01% 10452
2023
Q2 		$154K Buy
5,700
+4,700
+470% +$121K ﹤0.01% 10300
2023
Q1 		$25.3K Sell
1,000
-7,800
-89% -$206K ﹤0.01% 12880
2022
Q4 		$224K Buy
+8,800
New +$210K ﹤0.01% 9911
2022
Q2 		– Sell
-7,700
Closed -$210K – 13947
2022
Q1 		$210K Buy
+7,700
New +$212K ﹤0.01% 11417

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citadel Advisors's SAR Position: Q2 2026 in Review

Citadel Advisors increased its Saratoga Investment (SAR) stake by 117% in Q2 2026, buying an estimated $610K and bringing the position to 50,507 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #7916.

Citadel Advisors first reported a position in SAR in Q3 2019 and has held it in 18 quarters since. The position peaked at $5.03M in Q4 2023. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Citadel Advisors held 50,507 shares of Saratoga Investment worth $1.13M as of Q2 2026.
  • Citadel Advisors bought 27,204 Saratoga Investment shares in Q2 2026, an estimated $610K.
  • Saratoga Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7916 holding.
  • Citadel Advisors first reported a position in Saratoga Investment in Q3 2019 and has held it in 18 quarters since.
  • Citadel Advisors's Saratoga Investment position peaked at $5.03M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.