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Steward Partners Investment Advisory’s Saratoga Investment SAR Stock Holding History

Steward Partners Investment Advisory’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 		$164K Buy
7,477
+2,265
+43% +$52.1K ﹤0.01% 2120
2025
Q4 		$120K Buy
5,212
+4,478
+610% +$102K ﹤0.01% 2197
2025
Q3 		$17.9K Hold
734
– – ﹤0.01% 3145
2025
Q2 		$18.2K Sell
734
-1,535
-68% -$37.1K ﹤0.01% 2963
2025
Q1 		$57.5K Hold
2,269
– – ﹤0.01% 2311
2024
Q4 		$54.3K Hold
2,269
– – ﹤0.01% 2291
2024
Q3 		$52.6K Sell
2,269
-1,695
-43% -$39.1K ﹤0.01% 2209
2024
Q2 		$90K Sell
3,964
-1,000
-20% -$23.3K ﹤0.01% 1829
2024
Q1 		$115K Sell
4,964
-1,074
-18% -$25.2K ﹤0.01% 1694
2023
Q4 		$156K Buy
6,038
+1,535
+34% +$38.3K ﹤0.01% 1475
2023
Q3 		$116K Sell
4,503
-1,000
-18% -$26.3K ﹤0.01% 1510
2023
Q2 		$149K Sell
5,503
-1,700
-24% -$43.6K ﹤0.01% 1400
2023
Q1 		$182K Buy
7,203
+2,400
+50% +$63.4K ﹤0.01% 1333
2022
Q4 		$122K Buy
4,803
+4,069
+554% +$97.2K ﹤0.01% 1464
2022
Q3 		$15K Hold
734
– – ﹤0.01% 2357
2022
Q2 		$18K Hold
734
– – ﹤0.01% 2278
2022
Q1 		$20K Hold
734
– – ﹤0.01% 2373
2021
Q4 		$22K Hold
734
– – ﹤0.01% 2283
2021
Q3 		$21K Hold
734
– – ﹤0.01% 2308
2021
Q2 		$20K Buy
734
+24
+3% +$614 ﹤0.01% 5109
2021
Q1 		$18K Buy
+710
New +$16.4K ﹤0.01% 2525

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

Steward Partners Investment Advisory's SAR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Saratoga Investment (SAR) stake by 43% in Q1 2026, buying an estimated $52.1K and bringing the position to 7,477 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Steward Partners Investment Advisory first reported a position in SAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $182K in Q1 2023. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Steward Partners Investment Advisory held 7,477 shares of Saratoga Investment worth $164K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,265 Saratoga Investment shares in Q1 2026, an estimated $52.1K.
  • Saratoga Investment made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2120 holding.
  • Steward Partners Investment Advisory first reported a position in Saratoga Investment in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Saratoga Investment position peaked at $182K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.