Hexagon Capital Partners’s Saratoga Investment SAR Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-81	Closed	-$2.05K	–	1390
2025 Q1	$2.05K	Buy	81 +3	+4%	+$75	﹤0.01%	1395
2024 Q4	$1.87K	Buy	+78	New	+$1.89K	﹤0.01%	1434

Other funds holding SAR

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hexagon Capital Partners's SAR Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Saratoga Investment (SAR) in Q2 2025, closing a stake of 81 shares — an estimated $2.05K sold.

Hexagon Capital Partners first reported a position in SAR in Q4 2024 and held it in 2 quarters. The position peaked at $2.05K in Q1 2025. 65 funds tracked by Wall St. Rank hold SAR as of Q2 2025.

Hexagon Capital Partners reported no remaining Saratoga Investment position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 81 Saratoga Investment shares in Q2 2025, an estimated $2.05K.
Hexagon Capital Partners first reported a position in Saratoga Investment in Q4 2024 and held it in 2 quarters.
Hexagon Capital Partners's Saratoga Investment position peaked at $2.05K in Q1 2025.
65 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.