IFG
SAR icon

Independent Financial Group’s Saratoga Investment SAR Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-13,300
Closed -$223K – 598
2020
Q3 		$223K Buy
+13,300
New +$227K 0.04% 428
2020
Q2 		– Sell
-13,300
Closed -$153K – 504
2020
Q1 		$153K Buy
+13,300
New +$306K 0.05% 354

Other funds holding SAR

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's SAR Position: Q4 2020 in Review

Independent Financial Group sold out of Saratoga Investment (SAR) in Q4 2020, closing a stake of 13,300 shares — an estimated $223K sold.

Independent Financial Group first reported a position in SAR in Q1 2020 and held it in 2 quarters. The position peaked at $223K in Q3 2020. 44 funds tracked by Wall St. Rank hold SAR as of Q4 2020.

  • Independent Financial Group reported no remaining Saratoga Investment position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 13,300 Saratoga Investment shares in Q4 2020, an estimated $223K.
  • Independent Financial Group first reported a position in Saratoga Investment in Q1 2020 and held it in 2 quarters.
  • Independent Financial Group's Saratoga Investment position peaked at $223K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.