Commonwealth Equity Services
SAR icon

Commonwealth Equity Services’s Saratoga Investment SAR Stock Holding History

Commonwealth Equity Services’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 		$248K Sell
11,122
-6,060
-35% -$136K ﹤0.01% 3944
2026
Q1 		$376K Sell
17,182
-1,455
-8% -$33.5K ﹤0.01% 3464
2025
Q4 		$430K Sell
18,637
-6,561
-26% -$149K ﹤0.01% 3305
2025
Q3 		$615K Buy
25,198
+911
+4% +$22.7K ﹤0.01% 3005
2025
Q2 		$602K Buy
24,287
+7,433
+44% +$179K ﹤0.01% 3001
2025
Q1 		$427K Buy
16,854
+1,443
+9% +$35.9K ﹤0.01% 3162
2024
Q4 		$369K Sell
15,411
-1,276
-8% -$30.9K ﹤0.01% 3228
2024
Q3 		$387K Sell
16,687
-5,537
-25% -$128K ﹤0.01% 3118
2024
Q2 		$505K Buy
22,224
+1,677
+8% +$39.1K ﹤0.01% 2822
2024
Q1 		$477K Buy
20,547
+4,061
+25% +$95.4K ﹤0.01% 2857
2023
Q4 		$426K Sell
16,486
-2,554
-13% -$63.8K ﹤0.01% 2871
2023
Q3 		$489K Buy
19,040
+6,895
+57% +$181K ﹤0.01% 2619
2023
Q2 		$328K Buy
12,145
+3,229
+36% +$82.8K ﹤0.01% 2970
2023
Q1 		$225K Buy
8,916
+352
+4% +$9.3K ﹤0.01% 3213
2022
Q4 		$218K Buy
+8,564
New +$205K ﹤0.01% 3144
2022
Q1 		– Sell
-9,880
Closed -$290K – 3788
2021
Q4 		$290K Buy
9,880
+100
+1% +$2.91K ﹤0.01% 3005
2021
Q3 		$281K Buy
+9,780
New +$270K ﹤0.01% 2989

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

Commonwealth Equity Services's SAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Saratoga Investment (SAR) stake by 35% in Q2 2026, selling an estimated $136K and leaving 11,122 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Commonwealth Equity Services first reported a position in SAR in Q3 2021 and has held it in 17 quarters since. The position peaked at $615K in Q3 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Commonwealth Equity Services held 11,122 shares of Saratoga Investment worth $248K as of Q2 2026.
  • Commonwealth Equity Services sold 6,060 Saratoga Investment shares in Q2 2026, an estimated $136K.
  • Saratoga Investment made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3944 holding.
  • Commonwealth Equity Services first reported a position in Saratoga Investment in Q3 2021 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Saratoga Investment position peaked at $615K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.