Integrated Wealth Concepts’s Saratoga Investment SAR Stock Holding History

Integrated Wealth Concepts’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	$21.5K	Buy	+965	New	+$21.6K	﹤0.01%	4033

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

Integrated Wealth Concepts's SAR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Saratoga Investment (SAR) in Q2 2026: 965 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings.

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

Integrated Wealth Concepts held 965 shares of Saratoga Investment worth $21.5K as of Q2 2026.
Saratoga Investment was a new Integrated Wealth Concepts position in Q2 2026.
Saratoga Investment made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4033 holding.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.