Closed-End Fund Advisors’s Saratoga Investment SAR Stock Holding History

Closed-End Fund 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	–	Sell	-159,499	Closed	-$3.68M	–	186
2025 Q4	$3.68M	Buy	+159,499	New	+$3.62M	2.17%	11

Other funds holding SAR

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.5B AUM 22.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Closed-End Fund Advisors's SAR Position: Q1 2026 in Review

Closed-End Fund Advisors sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 159,499 shares — an estimated $3.68M sold.

Closed-End Fund Advisors first reported a position in SAR in Q4 2025 and held it in 1 quarter. The position peaked at $3.68M in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Closed-End Fund Advisors reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
Closed-End Fund Advisors sold 159,499 Saratoga Investment shares in Q1 2026, an estimated $3.68M.
Closed-End Fund Advisors first reported a position in Saratoga Investment in Q4 2025 and held it in 1 quarter.
Closed-End Fund Advisors's Saratoga Investment position peaked at $3.68M in Q4 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.