Royal Bank of Canada
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Royal Bank of Canada’s Saratoga Investment SAR Stock Holding History

Royal Bank of Canada’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 		$393K Buy
17,950
+557
+3% +$12.8K ﹤0.01% 4315
2025
Q4 		$401K Sell
17,393
-1,573
-8% -$35.7K ﹤0.01% 4335
2025
Q3 		$463K Sell
18,966
-3,331
-15% -$83.1K ﹤0.01% 4548
2025
Q2 		$553K Sell
22,297
-1,179
-5% -$28.5K ﹤0.01% 4384
2025
Q1 		$595K Buy
23,476
+1,018
+5% +$25.3K ﹤0.01% 3865
2024
Q4 		$537K Buy
22,458
+285
+1% +$6.91K ﹤0.01% 4039
2024
Q3 		$514K Sell
22,173
-1,904
-8% -$43.9K ﹤0.01% 4080
2024
Q2 		$546K Sell
24,077
-2,249
-9% -$52.4K ﹤0.01% 3944
2024
Q1 		$611K Buy
26,326
+301
+1% +$7.07K ﹤0.01% 3824
2023
Q4 		$673K Buy
26,025
+287
+1% +$7.17K ﹤0.01% 4002
2023
Q3 		$662K Sell
25,738
-2,603
-9% -$68.4K ﹤0.01% 3799
2023
Q2 		$765K Buy
28,341
+722
+3% +$18.5K ﹤0.01% 3605
2023
Q1 		$698K Buy
27,619
+5,965
+28% +$158K ﹤0.01% 3621
2022
Q4 		$552K Buy
21,654
+2,728
+14% +$65.1K ﹤0.01% 4030
2022
Q3 		$393K Buy
18,926
+5,854
+45% +$141K ﹤0.01% 4231
2022
Q2 		$313K Sell
13,072
-6,492
-33% -$168K ﹤0.01% 4436
2022
Q1 		$533K Sell
19,564
-11
-0.1% -$302 ﹤0.01% 4223
2021
Q4 		$575K Buy
19,575
+3,676
+23% +$107K ﹤0.01% 4338
2021
Q3 		$457K Buy
15,899
+1,763
+12% +$48.7K ﹤0.01% 4447
2021
Q2 		$380K Buy
14,136
+3,364
+31% +$86.1K ﹤0.01% 4507
2021
Q1 		$273K Sell
10,772
-737
-6% -$17.1K ﹤0.01% 4692
2020
Q4 		$240K Buy
11,509
+5,160
+81% +$104K ﹤0.01% 4735
2020
Q3 		$107K Buy
6,349
+365
+6% +$6.22K ﹤0.01% 4933
2020
Q2 		$94K Sell
5,984
-167
-3% -$2.46K ﹤0.01% 4887
2020
Q1 		$71K Sell
6,151
-421
-6% -$9.69K ﹤0.01% 4973
2019
Q4 		$164K Buy
6,572
+6,568
+164,200% +$165K ﹤0.01% 4751
2019
Q3 		$0 Buy
4
+2
+100% +$49 ﹤0.01% 7050
2019
Q2 		$0 Hold
2
– – ﹤0.01% 7132
2019
Q1 		$0 Sell
2
-718
-100% -$16.2K ﹤0.01% 7050
2018
Q4 		$14K Hold
720
– – ﹤0.01% 5741
2018
Q3 		$17K Hold
720
– – ﹤0.01% 5760
2018
Q2 		$20K Buy
+720
New +$16K ﹤0.01% 5534
2018
Q1 		– Sell
-169
Closed -$4K – 6731
2017
Q4 		$4K Buy
+169
New +$3.75K ﹤0.01% 6139
2016
Q1 		– Sell
-342
Closed -$169K – 6605
2015
Q4 		$169K Buy
+342
New +$5.36K ﹤0.01% 4637
2013
Q4 		– Sell
-16
Closed – – 6105
2013
Q3 		$0 Hold
16
– – ﹤0.01% 6226
2013
Q2 		$0 Buy
+16
New +$280 ﹤0.01% 5844

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 $21.8B 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
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
Wells Fargo
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 $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada's SAR Position: Q1 2026 in Review

Royal Bank of Canada increased its Saratoga Investment (SAR) stake by 3.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 17,950 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

Royal Bank of Canada first reported a position in SAR in Q2 2013 and has held it in 36 quarters since. The position peaked at $765K in Q2 2023. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Royal Bank of Canada held 17,950 shares of Saratoga Investment worth $393K as of Q1 2026.
  • Royal Bank of Canada bought 557 Saratoga Investment shares in Q1 2026, an estimated $12.8K.
  • Saratoga Investment made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4315 holding.
  • Royal Bank of Canada first reported a position in Saratoga Investment in Q2 2013 and has held it in 36 quarters since.
  • Royal Bank of Canada's Saratoga Investment position peaked at $765K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.