Lido Advisors’s Saratoga Investment SAR Stock Holding History

Lido Advisors’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	$4.05M	Sell	181,518 -17,620	-9%	-$395K	0.01%	557
2026 Q1	$4.36M	Hold	199,138	–	–	0.01%	482
2025 Q4	$4.86M	Buy	199,138 +1,265	+0.6%	+$28.7K	0.01%	472
2025 Q3	$4.83M	Buy	197,873 +11,620	+6%	+$290K	0.02%	451
2025 Q2	$4.62M	Buy	186,253 +56,125	+43%	+$1.36M	0.02%	391
2025 Q1	$3.3M	Buy	130,128 +35,147	+37%	+$874K	0.01%	423
2024 Q4	$2.27M	Buy	94,981 +23,089	+32%	+$560K	0.01%	494
2024 Q3	$1.67M	Buy	71,892 +1,275	+2%	+$29.4K	0.01%	525
2024 Q2	$1.6M	Hold	70,617	–	–	0.01%	502
2024 Q1	$1.64M	Hold	70,617	–	–	0.01%	486
2023 Q4	$1.83M	Buy	+70,617	New	+$1.76M	0.01%	440

Other funds holding SAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lido Advisors's SAR Position: Q2 2026 in Review

Lido Advisors reduced its Saratoga Investment (SAR) stake by 8.8% in Q2 2026, selling an estimated $395K and leaving 181,518 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #557.

Lido Advisors first reported a position in SAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.86M in Q4 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Lido Advisors held 181,518 shares of Saratoga Investment worth $4.05M as of Q2 2026.
Lido Advisors sold 17,620 Saratoga Investment shares in Q2 2026, an estimated $395K.
Saratoga Investment made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #557 holding.
Lido Advisors first reported a position in Saratoga Investment in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Saratoga Investment position peaked at $4.86M in Q4 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.