Janney Montgomery Scott
SAR icon

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
Q2 		$1.25M Buy
56,157
+45,901
+448% +$1.03M ﹤0.01% 1778
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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Montgomery Scott's SAR Position: Q2 2026 in Review

Janney Montgomery Scott increased its Saratoga Investment (SAR) stake by 448% in Q2 2026, buying an estimated $1.03M and bringing the position to 56,157 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Janney Montgomery Scott first reported a position in SAR in Q2 2023 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Janney Montgomery Scott held 56,157 shares of Saratoga Investment worth $1.25M as of Q2 2026.
  • Janney Montgomery Scott bought 45,901 Saratoga Investment shares in Q2 2026, an estimated $1.03M.
  • Saratoga Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1778 holding.
  • Janney Montgomery Scott first reported a position in Saratoga Investment in Q2 2023 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.