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Promus Capital’s Saratoga Investment SAR Stock Holding History

Promus Capital’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 		$31K Hold
1,273
– – 0.02% 189
2025
Q2 		$31.6K Hold
1,273
– – 0.02% 195
2025
Q1 		$32.2K Hold
1,273
– – 0.02% 186
2024
Q4 		$30.4K Buy
+1,273
New +$30.9K 0.02% 185

Other funds holding SAR

Lido Advisors
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Promus Capital's SAR Position: Q3 2025 in Review

Promus Capital held its Saratoga Investment (SAR) position steady in Q3 2025 at 1,273 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #189.

Promus Capital first reported a position in SAR in Q4 2024 and has held it in 4 quarters since. The position peaked at $32.2K in Q1 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q3 2025.

  • Promus Capital held 1,273 shares of Saratoga Investment worth $31K as of Q3 2025.
  • Promus Capital left its Saratoga Investment share count unchanged in Q3 2025.
  • Saratoga Investment made up 0.02% of Promus Capital's portfolio in Q3 2025, its #189 holding.
  • Promus Capital first reported a position in Saratoga Investment in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Saratoga Investment position peaked at $32.2K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.