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Hantz Financial Services’s Saratoga Investment SAR Stock Holding History

Hantz Financial Services’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
2025
Q4 		– Sell
-75
Closed -$2K – 2522
2025
Q3 		$2K Buy
+75
New +$1.87K ﹤0.01% 2199

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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
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 $480B AUM 42.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hantz Financial Services's SAR Position: Q4 2025 in Review

Hantz Financial Services sold out of Saratoga Investment (SAR) in Q4 2025, closing a stake of 75 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in SAR in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

  • Hantz Financial Services reported no remaining Saratoga Investment position as of Q4 2025 after selling out during the quarter.
  • Hantz Financial Services sold 75 Saratoga Investment shares in Q4 2025, an estimated $2K.
  • Hantz Financial Services first reported a position in Saratoga Investment in Q3 2025 and held it in 1 quarter.
  • Hantz Financial Services's Saratoga Investment position peaked at $2K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on Hantz Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.