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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
2026
Q2 		$2.23K Buy
+100
New +$2.24K ﹤0.01% 3894
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
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

NewEdge Advisors's SAR Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Saratoga Investment (SAR) in Q2 2026: 100 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #3894 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in SAR as recently as Q2 2025.

NewEdge Advisors first reported a position in SAR in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.88K in Q2 2025. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • NewEdge Advisors held 100 shares of Saratoga Investment worth $2.23K as of Q2 2026.
  • Saratoga Investment was a new NewEdge Advisors position in Q2 2026.
  • Saratoga Investment made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3894 holding.
  • NewEdge Advisors first reported a position in Saratoga Investment in Q2 2025 and has held it in 2 quarters since.
  • NewEdge Advisors's Saratoga Investment position peaked at $8.88K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.