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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
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

Lido Advisors
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Focus Financial Network's SAR Position: Q2 2026 in Review

Focus Financial Network increased its Saratoga Investment (SAR) stake by 19% in Q2 2026, buying an estimated $90.7K and bringing the position to 25,218 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #458.

Focus Financial Network first reported a position in SAR in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Focus Financial Network held 25,218 shares of Saratoga Investment worth $563K as of Q2 2026.
  • Focus Financial Network bought 4,042 Saratoga Investment shares in Q2 2026, an estimated $90.7K.
  • Saratoga Investment made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #458 holding.
  • Focus Financial Network first reported a position in Saratoga Investment in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.