KAS
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Kestra Advisory Services’s Saratoga Investment SAR Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,987
Closed -$45.8K – 4176
2025
Q4 		$45.8K Buy
+1,987
New +$45K ﹤0.01% 4001

Other funds holding SAR

Lido Advisors
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kestra Advisory Services's SAR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 1,987 shares — an estimated $45.8K sold.

Kestra Advisory Services first reported a position in SAR in Q4 2025 and held it in 1 quarter. The position peaked at $45.8K in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,987 Saratoga Investment shares in Q1 2026, an estimated $45.8K.
  • Kestra Advisory Services first reported a position in Saratoga Investment in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Saratoga Investment position peaked at $45.8K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.