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Evolution Wealth Management’s Saratoga Investment SAR Stock Holding History

Evolution Wealth Management’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 		$15.3K Hold
701
– – 0.01% 454
2025
Q4 		$16.2K Buy
701
+50
+8% +$1.13K 0.01% 378
2025
Q3 		$15.9K Buy
651
+6
+0.9% +$150 0.02% 321
2025
Q2 		$16K Buy
+645
New +$15.6K 0.02% 312

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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evolution Wealth Management's SAR Position: Q1 2026 in Review

Evolution Wealth Management held its Saratoga Investment (SAR) position steady in Q1 2026 at 701 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #454.

Evolution Wealth Management first reported a position in SAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.2K in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Evolution Wealth Management held 701 shares of Saratoga Investment worth $15.3K as of Q1 2026.
  • Evolution Wealth Management left its Saratoga Investment share count unchanged in Q1 2026.
  • Saratoga Investment made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #454 holding.
  • Evolution Wealth Management first reported a position in Saratoga Investment in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Saratoga Investment position peaked at $16.2K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.