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Triumph Capital Management’s Saratoga Investment SAR Stock Holding History

Triumph Capital Management’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 		$65.8K Buy
2,950
+1,175
+66% +$26.4K 0.01% 600
2026
Q1 		$38.8K Buy
1,775
+1,550
+689% +$35.7K 0.01% 708
2025
Q4 		$5.19K Buy
+225
New +$5.1K ﹤0.01% 1256

Other funds holding SAR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Triumph Capital Management's SAR Position: Q2 2026 in Review

Triumph Capital Management increased its Saratoga Investment (SAR) stake by 66% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,950 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #600.

Triumph Capital Management first reported a position in SAR in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Triumph Capital Management held 2,950 shares of Saratoga Investment worth $65.8K as of Q2 2026.
  • Triumph Capital Management bought 1,175 Saratoga Investment shares in Q2 2026, an estimated $26.4K.
  • Saratoga Investment made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #600 holding.
  • Triumph Capital Management first reported a position in Saratoga Investment in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.