Simplex Trading
SAR icon

Simplex Trading’s Saratoga Investment SAR Stock Holding History

Simplex Trading’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 		$10.9K Sell
500
-6,200
-93% -$143K ﹤0.01% 7283
2025
Q4 		$155K Buy
6,700
+400
+6% +$9.07K ﹤0.01% 4500
2025
Q3 		$153K Buy
6,300
+2,900
+85% +$72.4K ﹤0.01% 5256
2025
Q2 		$84K Buy
3,400
+200
+6% +$4.83K ﹤0.01% 5414
2025
Q1 		$81K Buy
3,200
+3,000
+1,500% +$74.6K ﹤0.01% 5287
2024
Q4 		$4K Sell
200
-800
-80% -$19.4K ﹤0.01% 7783
2024
Q3 		$23K Sell
1,000
-1,000
-50% -$23.1K ﹤0.01% 6568
2024
Q2 		$45K Buy
2,000
+1,100
+122% +$25.6K ﹤0.01% 6200
2024
Q1 		$20K Sell
900
-200
-18% -$4.7K ﹤0.01% 7096
2023
Q4 		$28K Buy
+1,100
New +$27.5K ﹤0.01% 6637
2023
Q3 		– Sell
-1,900
Closed -$51K – 9676
2023
Q2 		$51K Hold
1,900
– – ﹤0.01% 5827
2023
Q1 		$48K Buy
1,900
+1,800
+1,800% +$47.6K ﹤0.01% 5971
2022
Q4 		$2K Hold
100
– – ﹤0.01% 8639
2022
Q3 		$2K Buy
+100
New +$2.4K ﹤0.01% 9348
2022
Q2 		– Sell
-1,100
Closed -$29K – 10943
2022
Q1 		$29K Buy
+1,100
New +$30.2K ﹤0.01% 7819

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 $21.3B AUM 22.13% 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

Simplex Trading's SAR Position: Q1 2026 in Review

Simplex Trading sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 4,264 shares — an estimated $98.1K sold.

Simplex Trading first reported a position in SAR in Q4 2022 and held it in 7 quarters. The position peaked at $98.4K in Q4 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Simplex Trading reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 4,264 Saratoga Investment shares in Q1 2026, an estimated $98.1K.
  • Simplex Trading first reported a position in Saratoga Investment in Q4 2022 and held it in 7 quarters.
  • Simplex Trading's Saratoga Investment position peaked at $98.4K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.