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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ethos Financial Group's SAR Position: Q1 2026 in Review

Ethos Financial Group held its Saratoga Investment (SAR) position steady in Q1 2026 at 52,846 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #180.

Ethos Financial Group first reported a position in SAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Ethos Financial Group held 52,846 shares of Saratoga Investment worth $1.22M as of Q1 2026.
  • Ethos Financial Group left its Saratoga Investment share count unchanged in Q1 2026.
  • Saratoga Investment made up 0.09% of Ethos Financial Group's portfolio in Q1 2026, its #180 holding.
  • Ethos Financial Group first reported a position in Saratoga Investment in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Saratoga Investment position peaked at $1.31M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.