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Daytona Street Capital’s Saratoga Investment SAR Stock Holding History

Daytona Street Capital’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
-1,999
Closed -$50.4K – 317
2026
Q1 		$50.4K Hold
1,999
– – 0.04% 196
2025
Q4 		$50.6K Buy
+1,999
New +$45.3K 0.04% 209

Other funds holding SAR

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Daytona Street Capital's SAR Position: Q2 2026 in Review

Daytona Street Capital sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 1,999 shares — an estimated $50.4K sold.

Daytona Street Capital first reported a position in SAR in Q4 2025 and held it in 2 quarters. The position peaked at $50.6K in Q4 2025. 24 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Daytona Street Capital reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
  • Daytona Street Capital sold 1,999 Saratoga Investment shares in Q2 2026, an estimated $50.4K.
  • Daytona Street Capital first reported a position in Saratoga Investment in Q4 2025 and held it in 2 quarters.
  • Daytona Street Capital's Saratoga Investment position peaked at $50.6K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.