Financial Management Professionals’s Saratoga Investment SAR Stock Holding History

Financial Management Professionals’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	-181	Closed	-$4.49K	–	1049
2025 Q2	$4.49K	Hold	181	–	–	﹤0.01%	640
2025 Q1	$4.58K	Hold	181	–	–	﹤0.01%	644
2024 Q4	$4.33K	Hold	181	–	–	﹤0.01%	629
2024 Q3	$4K	Hold	181	–	–	﹤0.01%	666
2024 Q2	$4K	Hold	181	–	–	﹤0.01%	625
2024 Q1	$4K	Hold	181	–	–	﹤0.01%	678
2023 Q4	$5K	Hold	181	–	–	﹤0.01%	656
2023 Q3	$5K	Hold	181	–	–	﹤0.01%	609
2023 Q2	$5K	Hold	181	–	–	﹤0.01%	660
2023 Q1	$5K	Hold	181	–	–	﹤0.01%	697
2022 Q4	$5K	Hold	181	–	–	﹤0.01%	636
2022 Q3	$4K	Hold	181	–	–	﹤0.01%	646
2022 Q2	$4K	Hold	181	–	–	﹤0.01%	667
2022 Q1	$5K	Hold	181	–	–	﹤0.01%	644
2021 Q4	$5K	Hold	181	–	–	﹤0.01%	599
2021 Q3	$5K	Buy	+181	New	+$5K	﹤0.01%	601

Other funds holding SAR

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 New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Management Professionals's SAR Position: Q3 2025 in Review

Financial Management Professionals sold out of Saratoga Investment (SAR) in Q3 2025, closing a stake of 181 shares — an estimated $4.49K sold.

Financial Management Professionals first reported a position in SAR in Q3 2021 and held it in 16 quarters. The position peaked at $5K in Q4 2023. 71 funds tracked by Wall St. Rank hold SAR as of Q3 2025.

Financial Management Professionals reported no remaining Saratoga Investment position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 181 Saratoga Investment shares in Q3 2025, an estimated $4.49K.
Financial Management Professionals first reported a position in Saratoga Investment in Q3 2021 and held it in 16 quarters.
Financial Management Professionals's Saratoga Investment position peaked at $5K in Q4 2023.
71 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.