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Greenwood Gearhart’s Saratoga Investment SAR Stock Holding History

Greenwood Gearhart’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 		$480K Buy
21,500
+3,700
+21% +$83K 0.02% 109
2026
Q1 		$389K Buy
+17,800
New +$410K 0.02% 95

Other funds holding SAR

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $256M AUM 22.19% 1-Year Est. Return

Greenwood Gearhart's SAR Position: Q2 2026 in Review

Greenwood Gearhart increased its Saratoga Investment (SAR) stake by 21% in Q2 2026, buying an estimated $83K and bringing the position to 21,500 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #109.

Greenwood Gearhart first reported a position in SAR in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Greenwood Gearhart held 21,500 shares of Saratoga Investment worth $480K as of Q2 2026.
  • Greenwood Gearhart bought 3,700 Saratoga Investment shares in Q2 2026, an estimated $83K.
  • Saratoga Investment made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #109 holding.
  • Greenwood Gearhart first reported a position in Saratoga Investment in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.