Russell Investments Group
SAR icon

Russell Investments Group’s Saratoga Investment SAR Stock Holding History

Russell Investments Group’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
Q2 		$6.36K Sell
285
-43
-13% -$965 ﹤0.01% 4005
2026
Q1 		$7.17K Sell
328
-152
-32% -$3.5K ﹤0.01% 3843
2025
Q4 		$11.1K Buy
480
+320
+200% +$7.25K ﹤0.01% 3773
2025
Q3 		$3.9K Buy
+160
New +$3.99K ﹤0.01% 3932

Other funds holding SAR

Lido Advisors
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Russell Investments Group's SAR Position: Q2 2026 in Review

Russell Investments Group reduced its Saratoga Investment (SAR) stake by 13% in Q2 2026, selling an estimated $965 and leaving 285 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

Russell Investments Group first reported a position in SAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.1K in Q4 2025. 35 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Russell Investments Group held 285 shares of Saratoga Investment worth $6.36K as of Q2 2026.
  • Russell Investments Group sold 43 Saratoga Investment shares in Q2 2026, an estimated $965.
  • Saratoga Investment made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4005 holding.
  • Russell Investments Group first reported a position in Saratoga Investment in Q3 2025 and has held it in 4 quarters since.
  • Russell Investments Group's Saratoga Investment position peaked at $11.1K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.