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 Q2	–	Sell	-10,221	Closed	-$224K	–	3989
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 $36.8B AUM 26.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HWAM

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors's SAR Position: Q2 2026 in Review

HighTower Advisors sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 10,221 shares — an estimated $224K sold.

HighTower Advisors first reported a position in SAR in Q4 2024 and held it in 6 quarters. The position peaked at $272K in Q1 2025. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

HighTower Advisors reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
HighTower Advisors sold 10,221 Saratoga Investment shares in Q2 2026, an estimated $224K.
HighTower Advisors first reported a position in Saratoga Investment in Q4 2024 and held it in 6 quarters.
HighTower Advisors's Saratoga Investment position peaked at $272K in Q1 2025.
58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.