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VestGen Advisors’s Saratoga Investment SAR Stock Holding History

VestGen Advisors’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 		$426K Buy
+19,250
New +$443K 0.01% 709
2025
Q4 		– Sell
-12,759
Closed -$311K – 831
2025
Q3 		$311K Buy
+12,759
New +$318K 0.01% 589

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 $1.44B AUM 21.92% 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

VestGen Advisors's SAR Position: Q1 2026 in Review

VestGen Advisors opened a new position in Saratoga Investment (SAR) in Q1 2026: 19,250 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in SAR as recently as Q3 2025.

VestGen Advisors first reported a position in SAR in Q3 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • VestGen Advisors held 19,250 shares of Saratoga Investment worth $426K as of Q1 2026.
  • Saratoga Investment was a new VestGen Advisors position in Q1 2026.
  • Saratoga Investment made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #709 holding.
  • VestGen Advisors first reported a position in Saratoga Investment in Q3 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.