Strategic Investment Solutions’s Saratoga Investment SAR Stock Holding History

Strategic Investment Solutions’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	$2.23K	Hold	100	–	–	﹤0.01%	586
2026 Q1	$2.19K	Hold	100	–	–	﹤0.01%	554
2025 Q4	$2.31K	Hold	100	–	–	﹤0.01%	527
2025 Q3	$2.44K	Hold	100	–	–	﹤0.01%	503
2025 Q2	$2.48K	Hold	100	–	–	﹤0.01%	490
2025 Q1	$2.53K	Hold	100	–	–	﹤0.01%	501
2024 Q4	$2.39K	Hold	100	–	–	﹤0.01%	522
2024 Q3	$2.32K	Buy	+100	New	+$2.31K	﹤0.01%	492
2023 Q4	$2.59K	Sell	100 -2,700	-96%	-$67.5K	﹤0.01%	936
2023 Q3	$72.3K	Buy	+2,800	New	+$73.6K	﹤0.01%	582

Other funds holding SAR

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Strategic Investment Solutions's SAR Position: Q2 2026 in Review

Strategic Investment Solutions held its Saratoga Investment (SAR) position steady in Q2 2026 at 100 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Strategic Investment Solutions first reported a position in SAR in Q3 2023 and has held it in 10 quarters since. The position peaked at $72.3K in Q3 2023. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Strategic Investment Solutions held 100 shares of Saratoga Investment worth $2.23K as of Q2 2026.
Strategic Investment Solutions left its Saratoga Investment share count unchanged in Q2 2026.
Saratoga Investment made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #586 holding.
Strategic Investment Solutions first reported a position in Saratoga Investment in Q3 2023 and has held it in 10 quarters since.
Strategic Investment Solutions's Saratoga Investment position peaked at $72.3K in Q3 2023.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.