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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
Q2 		$217K Sell
9,719
-9,531
-50% -$214K 0.01% 1003
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 $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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VestGen Advisors's SAR Position: Q2 2026 in Review

VestGen Advisors reduced its Saratoga Investment (SAR) stake by 50% in Q2 2026, selling an estimated $214K and leaving 9,719 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1003.

VestGen Advisors first reported a position in SAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $426K in Q1 2026. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • VestGen Advisors held 9,719 shares of Saratoga Investment worth $217K as of Q2 2026.
  • VestGen Advisors sold 9,531 Saratoga Investment shares in Q2 2026, an estimated $214K.
  • Saratoga Investment made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #1003 holding.
  • VestGen Advisors first reported a position in Saratoga Investment in Q3 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Saratoga Investment position peaked at $426K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.