Fortitude Family Office’s Saratoga Investment SAR Stock Holding History

Fortitude Family Office’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	–	Sell	-140	Closed	-$3.06K	–	2365
2026 Q1	$3.06K	Buy	+140	New	+$3.22K	﹤0.01%	1119

Other funds holding SAR

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fortitude Family Office's SAR Position: Q2 2026 in Review

Fortitude Family Office sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 140 shares — an estimated $3.06K sold.

Fortitude Family Office first reported a position in SAR in Q1 2026 and held it in 1 quarter. The position peaked at $3.06K in Q1 2026. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Fortitude Family Office reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
Fortitude Family Office sold 140 Saratoga Investment shares in Q2 2026, an estimated $3.06K.
Fortitude Family Office first reported a position in Saratoga Investment in Q1 2026 and held it in 1 quarter.
Fortitude Family Office's Saratoga Investment position peaked at $3.06K in Q1 2026.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.