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HRT Financial’s Saratoga Investment SAR Stock Holding History

HRT Financial’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 		$470K Buy
+21,519
New +$495K ﹤0.01% 2576
2023
Q3 		– Sell
-7,640
Closed -$206K – 3007
2023
Q2 		$206K Buy
+7,640
New +$196K ﹤0.01% 1831

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 $21.8B AUM 28.57% 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 $1.67B 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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HRT Financial's SAR Position: Q1 2026 in Review

HRT Financial opened a new position in Saratoga Investment (SAR) in Q1 2026: 21,519 shares worth $470K. The stake represents ﹤0.01% of the portfolio and ranks #2576 among its holdings. This is a return to the name: HRT Financial previously reported a position in SAR as recently as Q2 2023.

HRT Financial first reported a position in SAR in Q2 2023 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • HRT Financial held 21,519 shares of Saratoga Investment worth $470K as of Q1 2026.
  • Saratoga Investment was a new HRT Financial position in Q1 2026.
  • Saratoga Investment made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2576 holding.
  • HRT Financial first reported a position in Saratoga Investment in Q2 2023 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.