PFS Partners’s Saratoga Investment SAR Stock Holding History

PFS Partners’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	$11.2K	Hold	503	–	–	﹤0.01%	371
2026 Q1	$11K	Hold	503	–	–	0.01%	345
2025 Q4	$11.6K	Hold	503	–	–	0.01%	339
2025 Q3	$12.3K	Hold	503	–	–	0.01%	321
2025 Q2	$12.5K	Hold	503	–	–	0.01%	288
2025 Q1	$12.7K	Hold	503	–	–	0.01%	269
2024 Q4	$12K	Hold	503	–	–	0.01%	268
2024 Q3	$11.7K	Hold	503	–	–	0.01%	271
2024 Q2	$11.4K	Hold	503	–	–	0.01%	255
2024 Q1	$11.7K	Hold	503	–	–	0.01%	257
2023 Q4	$13K	Hold	503	–	–	0.01%	237
2023 Q3	$12.9K	Hold	503	–	–	0.01%	214
2023 Q2	$13.6K	Hold	503	–	–	0.01%	229
2023 Q1	$12.7K	Hold	503	–	–	0.01%	202
2022 Q4	$12.8K	Hold	503	–	–	0.01%	190
2022 Q3	$10.4K	Hold	503	–	–	0.01%	192
2022 Q2	$12.1K	Hold	503	–	–	0.01%	185
2022 Q1	$13.7K	Hold	503	–	–	0.01%	190
2021 Q4	$14.8K	Buy	+503	New	+$14.6K	0.01%	177

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

PFS Partners's SAR Position: Q2 2026 in Review

PFS Partners held its Saratoga Investment (SAR) position steady in Q2 2026 at 503 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

PFS Partners first reported a position in SAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.8K in Q4 2021. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

PFS Partners held 503 shares of Saratoga Investment worth $11.2K as of Q2 2026.
PFS Partners left its Saratoga Investment share count unchanged in Q2 2026.
Saratoga Investment made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #371 holding.
PFS Partners first reported a position in Saratoga Investment in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Saratoga Investment position peaked at $14.8K in Q4 2021.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.