HAP
SAR icon

Harbor Asset Planning’s Saratoga Investment SAR Stock Holding History

Harbor Asset Planning’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 		– Sell
-261
Closed -$6.02K – 443
2025
Q4 		$6.02K Hold
261
– – 0.01% 366
2025
Q3 		$6.37K Hold
261
– – 0.01% 346
2025
Q2 		$6.47K Buy
+261
New +$6.3K 0.01% 342

Other funds holding SAR

Lido Advisors
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Harbor Asset Planning's SAR Position: Q1 2026 in Review

Harbor Asset Planning sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 261 shares — an estimated $6.02K sold.

Harbor Asset Planning first reported a position in SAR in Q2 2025 and held it in 3 quarters. The position peaked at $6.47K in Q2 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Harbor Asset Planning reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 261 Saratoga Investment shares in Q1 2026, an estimated $6.02K.
  • Harbor Asset Planning first reported a position in Saratoga Investment in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's Saratoga Investment position peaked at $6.47K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.