Harbour Investments’s Saratoga Investment SAR Stock Holding History

Harbour Investments’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	-5,973	Closed	-$138K	–	4759
2025 Q4	$138K	Buy	5,973 +3,000	+101%	+$68K	﹤0.01%	1469
2025 Q3	$72.5K	Buy	2,973 +1,973	+197%	+$49.2K	﹤0.01%	1719
2025 Q2	$24.8K	Hold	1,000	–	–	﹤0.01%	2140
2025 Q1	$25.3K	Hold	1,000	–	–	﹤0.01%	2083
2024 Q4	$23.9K	Hold	1,000	–	–	﹤0.01%	2046
2024 Q3	$23.2K	Hold	1,000	–	–	﹤0.01%	1991
2024 Q2	$22.7K	Hold	1,000	–	–	﹤0.01%	1898
2024 Q1	$23.2K	Hold	1,000	–	–	﹤0.01%	1891
2023 Q4	$25.9K	Hold	1,000	–	–	﹤0.01%	1749
2023 Q3	$25.7K	Hold	1,000	–	–	﹤0.01%	1639
2023 Q2	$27K	Buy	+1,000	New	+$25.7K	﹤0.01%	1637
2021 Q4	–	Sell	-1,000	Closed	-$29K	–	3498
2021 Q3	$29K	Hold	1,000	–	–	﹤0.01%	2097
2021 Q2	$27K	Hold	1,000	–	–	﹤0.01%	2173
2021 Q1	$25K	Buy	+1,000	New	+$23.1K	﹤0.01%	2093

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 $1.67B AUM 28.26% 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

Harbour Investments's SAR Position: Q1 2026 in Review

Harbour Investments sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 5,973 shares — an estimated $138K sold.

Harbour Investments first reported a position in SAR in Q1 2021 and held it in 14 quarters. The position peaked at $138K in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Harbour Investments reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 5,973 Saratoga Investment shares in Q1 2026, an estimated $138K.
Harbour Investments first reported a position in Saratoga Investment in Q1 2021 and held it in 14 quarters.
Harbour Investments's Saratoga Investment position peaked at $138K in Q4 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.