Raymond James Financial’s Saratoga Investment SAR Stock Holding History

Raymond James Financial’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 Q1	$1.06M	Buy	48,454 +22,788	+89%	+$525K	﹤0.01%	3806
2025 Q4	$592K	Buy	25,666 +2,594	+11%	+$58.8K	﹤0.01%	4145
2025 Q3	$563K	Sell	23,072 -7,796	-25%	-$195K	﹤0.01%	4045
2025 Q2	$766K	Sell	30,868 -2,164	-7%	-$52.2K	﹤0.01%	3744
2025 Q1	$837K	Sell	33,032 -1,000	-3%	-$24.9K	﹤0.01%	3611
2024 Q4	$814K	Buy	+34,032	New	+$825K	﹤0.01%	3585

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's SAR Position: Q1 2026 in Review

Raymond James Financial increased its Saratoga Investment (SAR) stake by 89% in Q1 2026, buying an estimated $525K and bringing the position to 48,454 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3806.

Raymond James Financial first reported a position in SAR in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Raymond James Financial held 48,454 shares of Saratoga Investment worth $1.06M as of Q1 2026.
Raymond James Financial bought 22,788 Saratoga Investment shares in Q1 2026, an estimated $525K.
Saratoga Investment made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3806 holding.
Raymond James Financial first reported a position in Saratoga Investment in Q4 2024 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.