Focus Partners Wealth
SAR icon

Focus Partners Wealth’s Saratoga Investment SAR Stock Holding History

Focus Partners Wealth’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 		$701K Buy
31,441
+3,732
+13% +$83.7K ﹤0.01% 1798
2026
Q1 		$606K Buy
27,709
+2,109
+8% +$48.5K ﹤0.01% 1841
2025
Q4 		$591K Buy
+25,600
New +$580K ﹤0.01% 1879

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 Partners Wealth's SAR Position: Q2 2026 in Review

Focus Partners Wealth increased its Saratoga Investment (SAR) stake by 13% in Q2 2026, buying an estimated $83.7K and bringing the position to 31,441 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Focus Partners Wealth first reported a position in SAR in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Focus Partners Wealth held 31,441 shares of Saratoga Investment worth $701K as of Q2 2026.
  • Focus Partners Wealth bought 3,732 Saratoga Investment shares in Q2 2026, an estimated $83.7K.
  • Saratoga Investment made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1798 holding.
  • Focus Partners Wealth first reported a position in Saratoga Investment in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.