Focus Financial Network
SAR icon

Focus Financial Network’s Saratoga Investment SAR Stock Holding History

Focus Financial Network’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
Q3 		$515K Buy
30,926
+5,708
+23% +$107K 0.02% 481
2026
Q2 		$563K Buy
25,218
+4,042
+19% +$90.7K 0.02% 458
2026
Q1 		$463K Buy
21,176
+1,721
+9% +$39.6K 0.02% 477
2025
Q4 		$449K Buy
19,455
+3,800
+24% +$86.1K 0.02% 474
2025
Q3 		$382K Buy
+15,655
New +$391K 0.01% 523

Other funds holding SAR

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Focus Financial Network's SAR Position: Q3 2026 in Review

Focus Financial Network increased its Saratoga Investment (SAR) stake by 23% in Q3 2026, buying an estimated $107K and bringing the position to 30,926 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #481.

Focus Financial Network first reported a position in SAR in Q3 2025 and has held it in 5 quarters since. The position peaked at $563K in Q2 2026. 6 funds tracked by Wall St. Rank hold SAR as of Q3 2026.

  • Focus Financial Network held 30,926 shares of Saratoga Investment worth $515K as of Q3 2026.
  • Focus Financial Network bought 5,708 Saratoga Investment shares in Q3 2026, an estimated $107K.
  • Saratoga Investment made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #481 holding.
  • Focus Financial Network first reported a position in Saratoga Investment in Q3 2025 and has held it in 5 quarters since.
  • Focus Financial Network's Saratoga Investment position peaked at $563K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.