Larson Financial Group’s Saratoga Investment SAR Stock Holding History

Larson Financial Group’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	$1.09K	Hold	49	–	–	﹤0.01%	3282
2026 Q1	$1.07K	Hold	49	–	–	﹤0.01%	3132
2025 Q4	$1.13K	Buy	+49	New	+$1.11K	﹤0.01%	2919
2024 Q2	–	Sell	-9,969	Closed	-$231K	–	2489
2024 Q1	$231K	Buy	9,969 +305	+3%	+$7.17K	0.02%	371
2023 Q4	$250K	Buy	9,664 +512	+6%	+$12.8K	0.02%	301
2023 Q3	$235K	Hold	9,152	–	–	0.02%	294
2023 Q2	$247K	Buy	9,152 +229	+3%	+$5.87K	0.02%	287
2023 Q1	$226K	Buy	8,923 +455	+5%	+$12K	0.02%	298
2022 Q4	$216K	Hold	8,468	–	–	0.03%	291
2022 Q3	$176K	Buy	+8,468	New	+$204K	0.03%	284

Other funds holding SAR

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Larson Financial Group's SAR Position: Q2 2026 in Review

Larson Financial Group held its Saratoga Investment (SAR) position steady in Q2 2026 at 49 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Larson Financial Group first reported a position in SAR in Q3 2022 and has held it in 10 quarters since. The position peaked at $250K in Q4 2023. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Larson Financial Group held 49 shares of Saratoga Investment worth $1.09K as of Q2 2026.
Larson Financial Group left its Saratoga Investment share count unchanged in Q2 2026.
Saratoga Investment made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3282 holding.
Larson Financial Group first reported a position in Saratoga Investment in Q3 2022 and has held it in 10 quarters since.
Larson Financial Group's Saratoga Investment position peaked at $250K in Q4 2023.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.