MJT & Associates Financial Advisory’s Saratoga Investment SAR Stock Holding History

MJT & Associates Financial Advisory’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	$2.1K	Hold	94	–	–	﹤0.01%	386
2026 Q1	$2.06K	Hold	94	–	–	﹤0.01%	371
2025 Q4	$2.17K	Hold	94	–	–	﹤0.01%	379
2025 Q3	$2.29K	Hold	94	–	–	﹤0.01%	380
2025 Q2	$2.33K	Hold	94	–	–	﹤0.01%	389
2025 Q1	$2.38K	Buy	+94	New	+$2.34K	﹤0.01%	390

Other funds holding SAR

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

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return