MCM
SAR icon

MAI Capital Management’s Saratoga Investment SAR Stock Holding History

MAI Capital Management’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 		$2.73K Hold
125
– – ﹤0.01% 3804
2025
Q4 		$2.88K Hold
125
– – ﹤0.01% 3319
2025
Q3 		$3.05K Hold
125
– – ﹤0.01% 3196
2025
Q2 		$3.1K Buy
+125
New +$3.02K ﹤0.01% 3269

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 $1.44B 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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MAI Capital Management's SAR Position: Q1 2026 in Review

MAI Capital Management held its Saratoga Investment (SAR) position steady in Q1 2026 at 125 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3804.

MAI Capital Management first reported a position in SAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q2 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • MAI Capital Management held 125 shares of Saratoga Investment worth $2.73K as of Q1 2026.
  • MAI Capital Management left its Saratoga Investment share count unchanged in Q1 2026.
  • Saratoga Investment made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3804 holding.
  • MAI Capital Management first reported a position in Saratoga Investment in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Saratoga Investment position peaked at $3.1K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.