JB Capital Partners’s Saratoga Investment SAR Stock Holding History

JB Capital Partners’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	$761K	Hold	33,847	–	–	0.13%	65
2025 Q4	$781K	Hold	33,847	–	–	0.13%	59
2025 Q3	$808K	Hold	33,847	–	–	0.14%	57
2025 Q2	$823K	Hold	33,847	–	–	0.15%	50
2025 Q1	$839K	Hold	33,847	–	–	0.18%	49
2024 Q4	$810K	Hold	33,847	–	–	0.16%	50
2024 Q3	$785K	Hold	33,847	–	–	0.15%	49
2024 Q2	$768K	Hold	33,847	–	–	0.17%	51
2024 Q1	$785K	Hold	33,847	–	–	0.15%	50
2023 Q4	$875K	Hold	33,847	–	–	0.18%	47
2023 Q3	$870K	Hold	33,847	–	–	0.21%	47
2023 Q2	$914K	Hold	33,847	–	–	0.2%	49
2023 Q1	$856K	Hold	33,847	–	–	0.2%	47
2022 Q4	$863K	Hold	33,847	–	–	0.23%	50
2022 Q3	$703K	Hold	33,847	–	–	0.21%	50
2022 Q2	$811K	Hold	33,847	–	–	0.22%	52
2022 Q1	$923K	Hold	33,847	–	–	0.21%	53
2021 Q4	$994K	Hold	33,847	–	–	0.21%	53
2021 Q3	$973K	Hold	33,847	–	–	0.22%	52
2021 Q2	$909K	Hold	33,847	–	–	0.22%	53
2021 Q1	$857K	Buy	+33,847	New	+$784K	0.23%	50

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

JB Capital Partners's SAR Position: Q1 2026 in Review

JB Capital Partners held its Saratoga Investment (SAR) position steady in Q1 2026 at 33,847 shares worth $761K. The position accounts for 0.13% of the portfolio, ranked #65.

JB Capital Partners first reported a position in SAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $994K in Q4 2021. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

JB Capital Partners held 33,847 shares of Saratoga Investment worth $761K as of Q1 2026.
JB Capital Partners left its Saratoga Investment share count unchanged in Q1 2026.
Saratoga Investment made up 0.13% of JB Capital Partners's portfolio in Q1 2026, its #65 holding.
JB Capital Partners first reported a position in Saratoga Investment in Q1 2021 and has held it in 21 quarters since.
JB Capital Partners's Saratoga Investment position peaked at $994K in Q4 2021.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on JB Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.