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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
Q2 		– Sell
-125
Closed -$2.73K – 4217
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 $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

MAI Capital Management's SAR Position: Q2 2026 in Review

MAI Capital Management sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 125 shares — an estimated $2.73K sold.

MAI Capital Management first reported a position in SAR in Q2 2025 and held it in 4 quarters. The position peaked at $3.1K in Q2 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • MAI Capital Management reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 125 Saratoga Investment shares in Q2 2026, an estimated $2.73K.
  • MAI Capital Management first reported a position in Saratoga Investment in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Saratoga Investment position peaked at $3.1K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.