Janney Montgomery Scott’s Saratoga Investment SAR Stock Holding History

Janney Montgomery Scott’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	$224K	Buy	+10,256	New	+$236K	﹤0.01%	2573
2025 Q3	–	Sell	-8,077	Closed	-$200K	–	2965
2025 Q2	$200K	Sell	8,077 -1,152	-12%	-$27.8K	﹤0.01%	2571
2025 Q1	$234K	Buy	9,229 +347	+4%	+$8.63K	﹤0.01%	2453
2024 Q4	$212K	Buy	+8,882	New	+$215K	﹤0.01%	2523
2024 Q3	–	Sell	-20,761	Closed	-$471K	–	2826
2024 Q2	$471K	Sell	20,761 -2,082	-9%	-$48.5K	﹤0.01%	1937
2024 Q1	$530K	Buy	22,843 +4,016	+21%	+$94.4K	﹤0.01%	1954
2023 Q4	$487K	Buy	18,827 +1,444	+8%	+$36.1K	﹤0.01%	1920
2023 Q3	$447K	Buy	17,383 +8,563	+97%	+$225K	﹤0.01%	1845
2023 Q2	$238K	Buy	+8,820	New	+$226K	﹤0.01%	2367

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 $21.3B AUM 22.13% 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 $1.44B AUM 21.92% 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

Janney Montgomery Scott's SAR Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in Saratoga Investment (SAR) in Q1 2026: 10,256 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2573 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in SAR as recently as Q2 2025.

Janney Montgomery Scott first reported a position in SAR in Q2 2023 and has held it in 9 quarters since. The position peaked at $530K in Q1 2024. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Janney Montgomery Scott held 10,256 shares of Saratoga Investment worth $224K as of Q1 2026.
Saratoga Investment was a new Janney Montgomery Scott position in Q1 2026.
Saratoga Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2573 holding.
Janney Montgomery Scott first reported a position in Saratoga Investment in Q2 2023 and has held it in 9 quarters since.
Janney Montgomery Scott's Saratoga Investment position peaked at $530K in Q1 2024.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.