Virtus Investment Advisers’s Saratoga Investment SAR Stock Holding History

Virtus Investment Advisers’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	$463K	Sell	20,757 -4,995	-19%	-$112K	0.11%	219
2026 Q1	$563K	Sell	25,752 -6,889	-21%	-$159K	0.16%	201
2025 Q4	$753K	Sell	32,641 -3,644	-10%	-$82.6K	0.2%	150
2025 Q3	$885K	Sell	36,285 -15	-0%	-$374	0.25%	147
2025 Q2	$900K	Sell	36,300 -6,888	-16%	-$166K	0.3%	147
2025 Q1	$1.09M	Buy	+43,188	New	+$1.07M	0.3%	142

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

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

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Virtus Investment Advisers's SAR Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Saratoga Investment (SAR) stake by 19% in Q2 2026, selling an estimated $112K and leaving 20,757 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #219.

Virtus Investment Advisers first reported a position in SAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Virtus Investment Advisers held 20,757 shares of Saratoga Investment worth $463K as of Q2 2026.
Virtus Investment Advisers sold 4,995 Saratoga Investment shares in Q2 2026, an estimated $112K.
Saratoga Investment made up 0.11% of Virtus Investment Advisers's portfolio in Q2 2026, its #219 holding.
Virtus Investment Advisers first reported a position in Saratoga Investment in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's Saratoga Investment position peaked at $1.09M in Q1 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.