NewEdge Advisors’s Saratoga Investment SAR Stock Holding History

NewEdge 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
2025 Q3	–	Sell	-358	Closed	-$8.88K	–	4230
2025 Q2	$8.88K	Buy	+358	New	+$8.64K	﹤0.01%	3248

Other funds holding SAR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's SAR Position: Q3 2025 in Review

NewEdge Advisors sold out of Saratoga Investment (SAR) in Q3 2025, closing a stake of 358 shares — an estimated $8.88K sold.

NewEdge Advisors first reported a position in SAR in Q2 2025 and held it in 1 quarter. The position peaked at $8.88K in Q2 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q3 2025.

NewEdge Advisors reported no remaining Saratoga Investment position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 358 Saratoga Investment shares in Q3 2025, an estimated $8.88K.
NewEdge Advisors first reported a position in Saratoga Investment in Q2 2025 and held it in 1 quarter.
NewEdge Advisors's Saratoga Investment position peaked at $8.88K in Q2 2025.
71 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.