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SAR icon

SignatureFD’s Saratoga Investment SAR Stock Holding History

SignatureFD’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
Q3 		– Sell
-439
Closed -$10.9K – 3464
2025
Q2 		$10.9K Buy
439
+100
+29% +$2.41K ﹤0.01% 2317
2025
Q1 		$8.59K Buy
339
+117
+53% +$2.91K ﹤0.01% 2413
2024
Q4 		$5.31K Hold
222
– – ﹤0.01% 2585
2024
Q3 		$5.15K Hold
222
– – ﹤0.01% 2564
2024
Q2 		$5.04K Hold
222
– – ﹤0.01% 2514
2024
Q1 		$5.15K Sell
222
-34
-13% -$799 ﹤0.01% 2527
2023
Q4 		$6.62K Buy
256
+34
+15% +$849 ﹤0.01% 2422
2023
Q3 		$5.71K Buy
+222
New +$5.83K ﹤0.01% 2442
2023
Q1 		– Sell
-1
Closed -$15 – 3359
2022
Q4 		$15 Hold
1
– – ﹤0.01% 3261
2022
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 3312

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SignatureFD's SAR Position: Q3 2025 in Review

SignatureFD sold out of Saratoga Investment (SAR) in Q3 2025, closing a stake of 439 shares — an estimated $10.9K sold.

SignatureFD first reported a position in SAR in Q3 2022 and held it in 10 quarters. The position peaked at $10.9K in Q2 2025. 71 funds tracked by Wall St. Rank hold SAR as of Q3 2025.

  • SignatureFD reported no remaining Saratoga Investment position as of Q3 2025 after selling out during the quarter.
  • SignatureFD sold 439 Saratoga Investment shares in Q3 2025, an estimated $10.9K.
  • SignatureFD first reported a position in Saratoga Investment in Q3 2022 and held it in 10 quarters.
  • SignatureFD's Saratoga Investment position peaked at $10.9K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2025.

Based on SignatureFD's 13F filing for Q3 2025, filed 21 Oct 2025.