Wedbush Securities’s Saratoga Investment SAR Stock Holding History

Wedbush Securities’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	$228K	Sell	10,200 -500	-5%	-$11.2K	0.01%	1130
2026 Q1	$234K	Hold	10,700	–	–	0.01%	1033
2025 Q4	$247K	Hold	10,700	–	–	0.01%	984
2025 Q3	$261K	Hold	10,700	–	–	0.01%	935
2025 Q2	$265K	Hold	10,700	–	–	0.01%	904
2025 Q1	$271K	Buy	10,700 +2,000	+23%	+$49.7K	0.01%	867
2024 Q4	$208K	Hold	8,700	–	–	0.01%	1014
2024 Q3	$202K	Sell	8,700 -1,200	-12%	-$27.7K	0.01%	997
2024 Q2	$225K	Buy	9,900 +1,075	+12%	+$25.1K	0.01%	1007
2024 Q1	$205K	Buy	+8,825	New	+$207K	0.01%	1090

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

Wedbush Securities's SAR Position: Q2 2026 in Review

Wedbush Securities reduced its Saratoga Investment (SAR) stake by 4.7% in Q2 2026, selling an estimated $11.2K and leaving 10,200 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1130.

Wedbush Securities first reported a position in SAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $271K in Q1 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Wedbush Securities held 10,200 shares of Saratoga Investment worth $228K as of Q2 2026.
Wedbush Securities sold 500 Saratoga Investment shares in Q2 2026, an estimated $11.2K.
Saratoga Investment made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1130 holding.
Wedbush Securities first reported a position in Saratoga Investment in Q1 2024 and has held it in 10 quarters since.
Wedbush Securities's Saratoga Investment position peaked at $271K in Q1 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.