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Concurrent Investment Advisors’s Saratoga Investment SAR Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-9,768
Closed -$242K – 1589
2025
Q2 		$242K Buy
+9,768
New +$236K ﹤0.01% 1170

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concurrent Investment Advisors's SAR Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Saratoga Investment (SAR) in Q3 2025, closing a stake of 9,768 shares — an estimated $242K sold.

Concurrent Investment Advisors first reported a position in SAR in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Saratoga Investment position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 9,768 Saratoga Investment shares in Q3 2025, an estimated $242K.
  • Concurrent Investment Advisors first reported a position in Saratoga Investment in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Saratoga Investment position peaked at $242K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.