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John Overdeck’s Saratoga Investment SAR Stock Holding History

John Overdeck’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 		$389K Sell
17,419
-37,327
-68% -$837K ﹤0.01% 4350
2026
Q1 		$1.2M Sell
54,746
-12,761
-19% -$294K ﹤0.01% 3125
2025
Q4 		$1.56M Sell
67,507
-47,528
-41% -$1.08M ﹤0.01% 2627
2025
Q3 		$2.81M Sell
115,035
-60,805
-35% -$1.52M ﹤0.01% 1894
2025
Q2 		$4.36M Sell
175,840
-60,027
-25% -$1.45M 0.01% 1310
2025
Q1 		$5.97M Buy
235,867
+107,488
+84% +$2.67M 0.01% 1024
2024
Q4 		$3.07M Buy
128,379
+7,556
+6% +$183K 0.01% 1420
2024
Q3 		$2.8M Sell
120,823
-9,499
-7% -$219K 0.01% 1457
2024
Q2 		$2.96M Sell
130,322
-23,620
-15% -$551K 0.01% 1293
2024
Q1 		$3.57M Sell
153,942
-81,112
-35% -$1.91M 0.01% 1150
2023
Q4 		$6.08M Buy
235,054
+24,438
+12% +$611K 0.01% 885
2023
Q3 		$5.41M Buy
210,616
+117,213
+125% +$3.08M 0.01% 862
2023
Q2 		$2.52M Buy
93,403
+68,493
+275% +$1.76M 0.01% 1282
2023
Q1 		$630K Buy
+24,910
New +$658K ﹤0.01% 2100
2022
Q3 		– Sell
-15,788
Closed -$378K – 2777
2022
Q2 		$378K Sell
15,788
-36,109
-70% -$936K ﹤0.01% 1929
2022
Q1 		$1.42M Sell
51,897
-32,741
-39% -$900K ﹤0.01% 1514
2021
Q4 		$2.49M Buy
84,638
+50,528
+148% +$1.47M 0.01% 1741
2021
Q3 		$980K Buy
34,110
+671
+2% +$18.5K ﹤0.01% 2638
2021
Q2 		$899K Buy
33,439
+8,438
+34% +$216K ﹤0.01% 2574
2021
Q1 		$633K Buy
25,001
+6,196
+33% +$143K ﹤0.01% 2703
2020
Q4 		$392K Sell
18,805
-5,947
-24% -$119K ﹤0.01% 2662
2020
Q3 		$416K Buy
24,752
+4,321
+21% +$73.6K ﹤0.01% 2372
2020
Q2 		$323K Buy
+20,431
New +$301K ﹤0.01% 2326
2020
Q1 		– Sell
-28,703
Closed -$716K – 3736
2019
Q4 		$716K Sell
28,703
-28,206
-50% -$708K ﹤0.01% 2497
2019
Q3 		$1.41M Buy
56,909
+48,641
+588% +$1.2M ﹤0.01% 1703
2019
Q2 		$204K Buy
+8,268
New +$202K ﹤0.01% 3079

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

John Overdeck's SAR Position: Q2 2026 in Review

John Overdeck reduced its Saratoga Investment (SAR) stake by 68% in Q2 2026, selling an estimated $837K and leaving 17,419 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #4350.

John Overdeck first reported a position in SAR in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.08M in Q4 2023. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • John Overdeck held 17,419 shares of Saratoga Investment worth $389K as of Q2 2026.
  • John Overdeck sold 37,327 Saratoga Investment shares in Q2 2026, an estimated $837K.
  • Saratoga Investment made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4350 holding.
  • John Overdeck first reported a position in Saratoga Investment in Q2 2019 and has held it in 26 quarters since.
  • John Overdeck's Saratoga Investment position peaked at $6.08M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.