Register Financial Advisors’s Saratoga Investment SAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Buy	6,027 +24	+0.4%	+$538	0.04%	256
2026 Q1	$131K	Buy	6,003 +23	+0.4%	+$529	0.05%	233
2025 Q4	$138K	Buy	5,980 +29	+0.5%	+$657	0.05%	222
2025 Q3	$145K	Buy	5,951 +19	+0.3%	+$474	0.06%	217
2025 Q2	$147K	Buy	5,932 +20	+0.3%	+$483	0.06%	209
2025 Q1	$150K	Buy	5,912 +18	+0.3%	+$448	0.08%	189
2024 Q4	$141K	Buy	5,894 +26	+0.4%	+$631	0.07%	199
2024 Q3	$136K	Buy	5,868 +18	+0.3%	+$415	0.07%	192
2024 Q2	$133K	Buy	5,850 +18	+0.3%	+$420	0.07%	220
2024 Q1	$135K	Buy	5,832 +17	+0.3%	+$400	0.07%	214
2023 Q4	$150K	Buy	5,815 +14	+0.2%	+$350	0.1%	166
2023 Q3	$149K	Buy	5,801 +14	+0.2%	+$368	0.11%	161
2023 Q2	$156K	Buy	5,787 +12	+0.2%	+$308	0.11%	156
2023 Q1	$146K	Buy	5,775 +89	+2%	+$2.35K	0.11%	156
2022 Q4	$145K	Buy	+5,686	New	+$136K	0.09%	185

Other funds holding SAR

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

IAIM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Register Financial Advisors's SAR Position: Q2 2026 in Review

Register Financial Advisors increased its Saratoga Investment (SAR) stake by 0.4% in Q2 2026, buying an estimated $538 and bringing the position to 6,027 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #256.

Register Financial Advisors first reported a position in SAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $156K in Q2 2023. 22 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Register Financial Advisors held 6,027 shares of Saratoga Investment worth $134K as of Q2 2026.
Register Financial Advisors bought 24 Saratoga Investment shares in Q2 2026, an estimated $538.
Saratoga Investment made up 0.04% of Register Financial Advisors's portfolio in Q2 2026, its #256 holding.
Register Financial Advisors first reported a position in Saratoga Investment in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's Saratoga Investment position peaked at $156K in Q2 2023.
22 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.