Triumph Capital Management
SAR icon

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
Q3 		$61.2K Buy
3,675
+725
+25% +$13.5K 0.01% 639
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

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Triumph Capital Management's SAR Position: Q3 2026 in Review

Triumph Capital Management increased its Saratoga Investment (SAR) stake by 25% in Q3 2026, buying an estimated $13.5K and bringing the position to 3,675 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #639.

Triumph Capital Management first reported a position in SAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $65.8K in Q2 2026. 51 funds tracked by Wall St. Rank hold SAR as of Q3 2026.

  • Triumph Capital Management held 3,675 shares of Saratoga Investment worth $61.2K as of Q3 2026.
  • Triumph Capital Management bought 725 Saratoga Investment shares in Q3 2026, an estimated $13.5K.
  • Saratoga Investment made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #639 holding.
  • Triumph Capital Management first reported a position in Saratoga Investment in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Saratoga Investment position peaked at $65.8K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.