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
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 $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focus Partners Wealth's SAR Position: Q1 2026 in Review

Focus Partners Wealth increased its Saratoga Investment (SAR) stake by 8.2% in Q1 2026, buying an estimated $48.5K and bringing the position to 27,709 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Focus Partners Wealth first reported a position in SAR in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Focus Partners Wealth held 27,709 shares of Saratoga Investment worth $606K as of Q1 2026.
  • Focus Partners Wealth bought 2,109 Saratoga Investment shares in Q1 2026, an estimated $48.5K.
  • Saratoga Investment made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1841 holding.
  • Focus Partners Wealth first reported a position in Saratoga Investment in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.