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

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 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

MJT & Associates Financial Advisory's SAR Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Saratoga Investment (SAR) position steady in Q2 2026 at 94 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

MJT & Associates Financial Advisory first reported a position in SAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38K in Q1 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

MJT & Associates Financial Advisory held 94 shares of Saratoga Investment worth $2.1K as of Q2 2026.
MJT & Associates Financial Advisory left its Saratoga Investment share count unchanged in Q2 2026.
Saratoga Investment made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #386 holding.
MJT & Associates Financial Advisory first reported a position in Saratoga Investment in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Saratoga Investment position peaked at $2.38K in Q1 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.