HighTower Advisors’s Saratoga Investment SAR Stock Holding History

HighTower Advisors’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	$224K	Buy	10,221 +8	+0.1%	+$184	﹤0.01%	3400
2025 Q4	$236K	Sell	10,213 -647	-6%	-$14.7K	﹤0.01%	3231
2025 Q3	$265K	Buy	10,860 +21	+0.2%	+$524	﹤0.01%	3146
2025 Q2	$269K	Buy	10,839 +108	+1%	+$2.61K	﹤0.01%	3030
2025 Q1	$272K	Sell	10,731 -393	-4%	-$9.77K	﹤0.01%	2944
2024 Q4	$266K	Buy	+11,124	New	+$270K	﹤0.01%	2977

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

HighTower Advisors's SAR Position: Q1 2026 in Review

HighTower Advisors increased its Saratoga Investment (SAR) stake by 0.08% in Q1 2026, buying an estimated $184 and bringing the position to 10,221 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

HighTower Advisors first reported a position in SAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q1 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

HighTower Advisors held 10,221 shares of Saratoga Investment worth $224K as of Q1 2026.
HighTower Advisors bought 8 Saratoga Investment shares in Q1 2026, an estimated $184.
Saratoga Investment made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3400 holding.
HighTower Advisors first reported a position in Saratoga Investment in Q4 2024 and has held it in 6 quarters since.
HighTower Advisors's Saratoga Investment position peaked at $272K in Q1 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.