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 Q1	$3.06K	Buy	+140	New	+$3.22K	﹤0.01%	1119

Other funds holding SAR

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 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 New York $124B AUM 33.93% 1-Year Est. Return

Fortitude Family Office's SAR Position: Q1 2026 in Review

Fortitude Family Office opened a new position in Saratoga Investment (SAR) in Q1 2026: 140 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Fortitude Family Office held 140 shares of Saratoga Investment worth $3.06K as of Q1 2026.
Saratoga Investment was a new Fortitude Family Office position in Q1 2026.
Saratoga Investment made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1119 holding.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.