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PFG Advisors’s Saratoga Investment SAR Stock Holding History

PFG 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 		– Sell
-21,704
Closed -$475K – 852
2026
Q1 		$475K Buy
21,704
+7
+0% +$161 0.02% 555
2025
Q4 		$501K Sell
21,697
-220
-1% -$4.99K 0.02% 532
2025
Q3 		$535K Buy
21,917
+6
+0% +$150 0.02% 550
2025
Q2 		$543K Buy
21,911
+6
+0% +$145 0.03% 403
2025
Q1 		$555K Sell
21,905
-169
-0.8% -$4.2K 0.03% 443
2024
Q4 		$528K Sell
22,074
-375
-2% -$9.09K 0.03% 448
2024
Q3 		$521K Hold
22,449
– – 0.03% 429
2024
Q2 		$510K Sell
22,449
-746
-3% -$17.4K 0.03% 418
2024
Q1 		$538K Sell
23,195
-33
-0.1% -$776 0.04% 377
2023
Q4 		$601K Sell
23,228
-2,001
-8% -$50K 0.05% 336
2023
Q3 		$648K Sell
25,229
-1,162
-4% -$30.5K 0.06% 315
2023
Q2 		$712K Hold
26,391
– – 0.05% 348
2023
Q1 		$667K Sell
26,391
-1,826
-6% -$48.3K 0.06% 340
2022
Q4 		$719K Sell
28,217
-585
-2% -$14K 0.07% 301
2022
Q3 		$598K Sell
28,802
-1,163
-4% -$28K 0.07% 299
2022
Q2 		$718K Hold
29,965
– – 0.08% 210
2022
Q1 		$817K Hold
29,965
– – 0.08% 218
2021
Q4 		$880K Sell
29,965
-633
-2% -$18.4K 0.09% 276
2021
Q3 		$879K Sell
30,598
-4,133
-12% -$114K 0.1% 261
2021
Q2 		$933K Hold
34,731
– – 0.11% 243
2021
Q1 		$879K Sell
34,731
-2,740
-7% -$63.4K 0.11% 235
2020
Q4 		$781K Sell
37,471
-1,148
-3% -$23K 0.13% 200
2020
Q3 		$684K Sell
38,619
-200
-0.5% -$3.41K 0.13% 197
2020
Q2 		$633K Sell
38,819
-1,493
-4% -$22K 0.14% 175
2020
Q1 		$544K Hold
40,312
– – 0.15% 168
2019
Q4 		$1.01M Buy
40,312
+2,729
+7% +$68.5K 0.25% 125
2019
Q3 		$920K Buy
37,583
+549
+1% +$13.6K 0.25% 120
2019
Q2 		$944K Sell
37,034
-2,108
-5% -$51.5K 0.26% 121
2019
Q1 		$981K Buy
39,142
+439
+1% +$9.93K 0.3% 102
2018
Q4 		$893K Buy
+38,703
New +$839K 0.28% 110

Other funds holding SAR

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
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Advisors's SAR Position: Q2 2026 in Review

PFG Advisors sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 21,704 shares — an estimated $475K sold.

PFG Advisors first reported a position in SAR in Q4 2018 and held it in 30 quarters. The position peaked at $1.01M in Q4 2019. 21 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • PFG Advisors reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 21,704 Saratoga Investment shares in Q2 2026, an estimated $475K.
  • PFG Advisors first reported a position in Saratoga Investment in Q4 2018 and held it in 30 quarters.
  • PFG Advisors's Saratoga Investment position peaked at $1.01M in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.