HRT Financial
SAR icon

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
Q2 		– Sell
-21,519
Closed -$470K – 5206
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

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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisors Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HRT Financial's SAR Position: Q2 2026 in Review

HRT Financial sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 21,519 shares — an estimated $470K sold.

HRT Financial first reported a position in SAR in Q2 2023 and held it in 2 quarters. The position peaked at $470K in Q1 2026. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • HRT Financial reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 21,519 Saratoga Investment shares in Q2 2026, an estimated $470K.
  • HRT Financial first reported a position in Saratoga Investment in Q2 2023 and held it in 2 quarters.
  • HRT Financial's Saratoga Investment position peaked at $470K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.