Sunbelt Securities’s Saratoga Investment SAR Stock Holding History

Sunbelt Securities’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	$300K	Hold	13,726	–	–	0.02%	529
2025 Q4	$317K	Buy	13,726 +344	+3%	+$7.8K	0.02%	520
2025 Q3	$326K	Buy	13,382 +8,300	+163%	+$207K	0.02%	503
2025 Q2	$122K	Sell	5,082 -1,850	-27%	-$44.7K	0.01%	724
2025 Q1	$176K	Buy	6,932 +1,850	+36%	+$46K	0.02%	594
2024 Q4	$121K	Hold	5,082	–	–	0.01%	721
2024 Q3	$118K	Hold	5,082	–	–	0.01%	723
2024 Q2	$115K	Hold	5,082	–	–	0.01%	704
2024 Q1	$118K	Hold	5,082	–	–	0.01%	670
2023 Q4	$131K	Hold	5,082	–	–	0.02%	604
2023 Q3	$131K	Hold	5,082	–	–	0.02%	581
2023 Q2	$137K	Hold	5,082	–	–	0.02%	558
2023 Q1	$127K	Buy	+5,082	New	+$134K	0.02%	527

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

HWAM

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

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

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

AAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.5B AUM 22.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sunbelt Securities's SAR Position: Q1 2026 in Review

Sunbelt Securities held its Saratoga Investment (SAR) position steady in Q1 2026 at 13,726 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #529.

Sunbelt Securities first reported a position in SAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $326K in Q3 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Sunbelt Securities held 13,726 shares of Saratoga Investment worth $300K as of Q1 2026.
Sunbelt Securities left its Saratoga Investment share count unchanged in Q1 2026.
Saratoga Investment made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #529 holding.
Sunbelt Securities first reported a position in Saratoga Investment in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Saratoga Investment position peaked at $326K in Q3 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.