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 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 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 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

Hurley Capital's SAR Position: Q1 2026 in Review

Hurley Capital increased its Saratoga Investment (SAR) stake by 7.1% in Q1 2026, buying an estimated $23 and bringing the position to 15 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Hurley Capital first reported a position in SAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $341 in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Hurley Capital held 15 shares of Saratoga Investment worth $326 as of Q1 2026.
Hurley Capital bought 1 Saratoga Investment share in Q1 2026, an estimated $23.
Saratoga Investment made up ﹤0.01% of Hurley Capital's portfolio in Q1 2026, its #625 holding.
Hurley Capital first reported a position in Saratoga Investment in Q4 2024 and has held it in 6 quarters since.
Hurley Capital's Saratoga Investment position peaked at $341 in Q3 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.