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Hurley Capital’s Saratoga Investment SAR Stock Holding History

Hurley Capital’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 		$344 Hold
15
– – ﹤0.01% 630
2026
Q1 		$326 Buy
15
+1
+7% +$23 ﹤0.01% 625
2025
Q4 		$333 Hold
14
– – ﹤0.01% 553
2025
Q3 		$341 Hold
14
– – ﹤0.01% 623
2025
Q2 		$336 Buy
14
+1
+8% +$24 ﹤0.01% 434
2025
Q1 		$333 Hold
13
– – ﹤0.01% 466
2024
Q4 		$311 Buy
+13
New +$315 ﹤0.01% 382

Other funds holding SAR

Lido Advisors
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
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
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
EFG
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

Hurley Capital's SAR Position: Q2 2026 in Review

Hurley Capital held its Saratoga Investment (SAR) position steady in Q2 2026 at 15 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Hurley Capital first reported a position in SAR in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Hurley Capital held 15 shares of Saratoga Investment worth $344 as of Q2 2026.
  • Hurley Capital left its Saratoga Investment share count unchanged in Q2 2026.
  • Saratoga Investment made up ﹤0.01% of Hurley Capital's portfolio in Q2 2026, its #630 holding.
  • Hurley Capital first reported a position in Saratoga Investment in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.