IFG Advisory’s Saratoga Investment SAR Stock Holding History

IFG Advisory’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	$22.3K	Buy	+1,000	New	+$22.4K	﹤0.01%	1605

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

IFG Advisory's SAR Position: Q2 2026 in Review

IFG Advisory opened a new position in Saratoga Investment (SAR) in Q2 2026: 1,000 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings.

59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

IFG Advisory held 1,000 shares of Saratoga Investment worth $22.3K as of Q2 2026.
Saratoga Investment was a new IFG Advisory position in Q2 2026.
Saratoga Investment made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1605 holding.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.