Ethos Financial Group’s Saratoga Investment SAR Stock Holding History

Ethos Financial Group’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	$1.26M	Buy	56,533 +3,687	+7%	+$82.7K	0.08%	198
2026 Q1	$1.22M	Hold	52,846	–	–	0.09%	180
2025 Q4	$1.22M	Sell	52,846 -987	-2%	-$22.4K	0.09%	178
2025 Q3	$1.31M	Buy	53,833 +5,237	+11%	+$131K	0.1%	156
2025 Q2	$1.21M	Buy	48,596 +3,089	+7%	+$74.6K	0.1%	159
2025 Q1	$1.15M	Buy	+45,507	New	+$1.13M	0.11%	148

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ethos Financial Group's SAR Position: Q2 2026 in Review

Ethos Financial Group increased its Saratoga Investment (SAR) stake by 7% in Q2 2026, buying an estimated $82.7K and bringing the position to 56,533 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #198.

Ethos Financial Group first reported a position in SAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q3 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Ethos Financial Group held 56,533 shares of Saratoga Investment worth $1.26M as of Q2 2026.
Ethos Financial Group bought 3,687 Saratoga Investment shares in Q2 2026, an estimated $82.7K.
Saratoga Investment made up 0.08% of Ethos Financial Group's portfolio in Q2 2026, its #198 holding.
Ethos Financial Group first reported a position in Saratoga Investment in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Saratoga Investment position peaked at $1.31M in Q3 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.