Mercer Global Advisors’s Saratoga Investment SAR Stock Holding History

Mercer Global 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	$1.06K	Buy	+48	New	+$1.08K	﹤0.01%	5728

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Mercer Global Advisors's SAR Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Saratoga Investment (SAR) in Q2 2026: 48 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #5728 among its holdings.

44 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Mercer Global Advisors held 48 shares of Saratoga Investment worth $1.06K as of Q2 2026.
Saratoga Investment was a new Mercer Global Advisors position in Q2 2026.
Saratoga Investment made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5728 holding.
44 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.