QT
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Quantbot Technologies’s Saratoga Investment SAR Stock Holding History

Quantbot Technologies’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
Q4 		– Sell
-1,464
Closed -$35.7K – 2111
2025
Q3 		$35.7K Buy
+1,464
New +$36.5K ﹤0.01% 1560
2024
Q3 		– Sell
-2,790
Closed -$63.3K – 1788
2024
Q2 		$63.3K Buy
2,790
+2
+0.1% +$47 ﹤0.01% 1209
2024
Q1 		$64.7K Sell
2,788
-9,938
-78% -$234K ﹤0.01% 1289
2023
Q4 		$329K Buy
12,726
+6,161
+94% +$154K 0.02% 864
2023
Q3 		$169K Buy
6,565
+4,139
+171% +$109K 0.01% 956
2023
Q2 		$65.5K Buy
+2,426
New +$62.2K ﹤0.01% 1270

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Quantbot Technologies's SAR Position: Q4 2025 in Review

Quantbot Technologies sold out of Saratoga Investment (SAR) in Q4 2025, closing a stake of 1,464 shares — an estimated $35.7K sold.

Quantbot Technologies first reported a position in SAR in Q2 2023 and held it in 6 quarters. The position peaked at $329K in Q4 2023. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

  • Quantbot Technologies reported no remaining Saratoga Investment position as of Q4 2025 after selling out during the quarter.
  • Quantbot Technologies sold 1,464 Saratoga Investment shares in Q4 2025, an estimated $35.7K.
  • Quantbot Technologies first reported a position in Saratoga Investment in Q2 2023 and held it in 6 quarters.
  • Quantbot Technologies's Saratoga Investment position peaked at $329K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.