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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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 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. 11 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.
  • 11 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.