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IFP Advisors’s Saratoga Investment SAR Stock Holding History

IFP Advisors’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 Hold
1,000
– – ﹤0.01% 2908
2026
Q1 		$21.9K Hold
1,000
– – ﹤0.01% 2728
2025
Q4 		$23.1K Hold
1,000
– – ﹤0.01% 2652
2025
Q3 		$24.4K Hold
1,000
– – ﹤0.01% 2483
2025
Q2 		$24.8K Hold
1,000
– – ﹤0.01% 2433
2025
Q1 		$25.3K Hold
1,000
– – ﹤0.01% 2202
2024
Q4 		$23.9K Hold
1,000
– – ﹤0.01% 2167
2024
Q3 		$23.2K Sell
1,000
-500
-33% -$11.5K ﹤0.01% 2088
2024
Q2 		$34K Hold
1,500
– – ﹤0.01% 1833
2024
Q1 		$34.8K Sell
1,500
-500
-25% -$11.8K ﹤0.01% 1728
2023
Q4 		$51.7K Buy
2,000
+500
+33% +$12.5K ﹤0.01% 1531
2023
Q3 		$38.5K Sell
1,500
-6,812
-82% -$179K ﹤0.01% 1665
2023
Q2 		$224K Sell
8,312
-516
-6% -$13.2K 0.01% 962
2023
Q1 		$203K Buy
8,828
+2,034
+30% +$53.8K 0.01% 940
2022
Q4 		$157K Buy
6,794
+66
+1% +$1.58K ﹤0.01% 1473
2022
Q3 		$155K Buy
6,728
+76
+1% +$1.83K ﹤0.01% 1565
2022
Q2 		$154K Hold
6,652
– – ﹤0.01% 1437
2022
Q1 		$154K Buy
+6,652
New +$183K ﹤0.01% 1437
2016
Q1 		– Sell
-160
Closed -$2K – 3242
2015
Q4 		$2K Buy
+160
New +$2.5K ﹤0.01% 3361

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

IFP Advisors's SAR Position: Q2 2026 in Review

IFP Advisors held its Saratoga Investment (SAR) position steady in Q2 2026 at 1,000 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

IFP Advisors first reported a position in SAR in Q4 2015 and has held it in 19 quarters since. The position peaked at $224K in Q2 2023. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • IFP Advisors held 1,000 shares of Saratoga Investment worth $22.3K as of Q2 2026.
  • IFP Advisors left its Saratoga Investment share count unchanged in Q2 2026.
  • Saratoga Investment made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2908 holding.
  • IFP Advisors first reported a position in Saratoga Investment in Q4 2015 and has held it in 19 quarters since.
  • IFP Advisors's Saratoga Investment position peaked at $224K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.