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Private Advisor Group’s Saratoga Investment SAR Stock Holding History

Private Advisor Group’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 		$3.27M Sell
146,681
-18,458
-11% -$414K 0.02% 805
2026
Q1 		$3.61M Buy
165,139
+1,780
+1% +$41K 0.02% 772
2025
Q4 		$3.77M Buy
163,359
+5,073
+3% +$115K 0.02% 751
2025
Q3 		$3.86M Buy
158,286
+7,006
+5% +$175K 0.02% 727
2025
Q2 		$3.75M Buy
151,280
+25,488
+20% +$615K 0.02% 684
2025
Q1 		$3.19M Buy
125,792
+3,497
+3% +$86.9K 0.02% 697
2024
Q4 		$2.93M Sell
122,295
-7,326
-6% -$178K 0.02% 720
2024
Q3 		$3.01M Buy
129,621
+71
+0.1% +$1.64K 0.02% 715
2024
Q2 		$2.94M Buy
129,550
+3,417
+3% +$79.7K 0.02% 687
2024
Q1 		$2.93M Buy
126,133
+15,782
+14% +$371K 0.02% 646
2023
Q4 		$2.85M Buy
110,351
+28,027
+34% +$700K 0.02% 627
2023
Q3 		$2.12M Buy
82,324
+22,950
+39% +$603K 0.02% 686
2023
Q2 		$1.6M Buy
59,374
+2,800
+5% +$71.8K 0.01% 820
2023
Q1 		$1.43M Buy
56,574
+2,350
+4% +$62.1K 0.01% 830
2022
Q4 		$1.38K Buy
54,224
+8,300
+18% +$198K ﹤0.01% 1176
2022
Q3 		$954K Buy
45,924
+4,400
+11% +$106K 0.01% 940
2022
Q2 		$995K Buy
41,524
+10,104
+32% +$262K 0.01% 1067
2022
Q1 		$857K Buy
31,420
+17,020
+118% +$468K 0.01% 1164
2021
Q4 		$423K Hold
14,400
– – ﹤0.01% 1540
2021
Q3 		$414K Hold
14,400
– – ﹤0.01% 1597
2021
Q2 		$387K Buy
14,400
+550
+4% +$14.1K ﹤0.01% 1516
2021
Q1 		$351K Buy
13,850
+850
+7% +$19.7K ﹤0.01% 1482
2020
Q4 		$271K Hold
13,000
– – ﹤0.01% 1503
2020
Q3 		$218K Buy
13,000
+5,660
+77% +$96.5K ﹤0.01% 1373
2020
Q2 		$116K Buy
+7,340
New +$108K ﹤0.01% 1625

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Private Advisor Group's SAR Position: Q2 2026 in Review

Private Advisor Group reduced its Saratoga Investment (SAR) stake by 11% in Q2 2026, selling an estimated $414K and leaving 146,681 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #805.

Private Advisor Group first reported a position in SAR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.86M in Q3 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Private Advisor Group held 146,681 shares of Saratoga Investment worth $3.27M as of Q2 2026.
  • Private Advisor Group sold 18,458 Saratoga Investment shares in Q2 2026, an estimated $414K.
  • Saratoga Investment made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #805 holding.
  • Private Advisor Group first reported a position in Saratoga Investment in Q2 2020 and has held it in 25 quarters since.
  • Private Advisor Group's Saratoga Investment position peaked at $3.86M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.