Frazier Financial Advisors’s Saratoga Investment SAR Stock Holding History

Frazier Financial Advisors’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	$224	Buy	+10	New	+$224	﹤0.01%	600

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

Frazier Financial Advisors's SAR Position: Q2 2026 in Review

Frazier Financial Advisors opened a new position in Saratoga Investment (SAR) in Q2 2026: 10 shares worth $224. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Frazier Financial Advisors held 10 shares of Saratoga Investment worth $224 as of Q2 2026.
Saratoga Investment was a new Frazier Financial Advisors position in Q2 2026.
Saratoga Investment made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #600 holding.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.