Wells Fargo
SAR icon

Wells Fargo’s Saratoga Investment SAR Stock Holding History

Wells Fargo’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 		$1.86M Buy
85,267
+2,437
+3% +$56.1K ﹤0.01% 3326
2025
Q4 		$1.91M Sell
82,830
-1,269
-2% -$28.8K ﹤0.01% 3480
2025
Q3 		$2.05M Sell
84,099
-16,821
-17% -$420K ﹤0.01% 3276
2025
Q2 		$2.5M Buy
100,920
+655
+0.7% +$15.8K ﹤0.01% 3044
2025
Q1 		$2.54M Sell
100,265
-9,519
-9% -$237K ﹤0.01% 2970
2024
Q4 		$2.63M Buy
109,784
+3,292
+3% +$79.8K ﹤0.01% 2988
2024
Q3 		$2.47M Buy
106,492
+7,200
+7% +$166K ﹤0.01% 2889
2024
Q2 		$2.25M Sell
99,292
-104
-0.1% -$2.42K ﹤0.01% 2890
2024
Q1 		$2.31M Buy
99,396
+8,998
+10% +$211K ﹤0.01% 2853
2023
Q4 		$2.34M Sell
90,398
-2,028
-2% -$50.7K ﹤0.01% 2787
2023
Q3 		$2.38M Buy
92,426
+6,322
+7% +$166K ﹤0.01% 2666
2023
Q2 		$2.32M Buy
86,104
+1,475
+2% +$37.8K ﹤0.01% 2774
2023
Q1 		$2.14M Buy
84,629
+1,080
+1% +$28.5K ﹤0.01% 2807
2022
Q4 		$2.13M Buy
83,549
+1,360
+2% +$32.5K ﹤0.01% 2735
2022
Q3 		$1.71M Sell
82,189
-67
-0.1% -$1.61K ﹤0.01% 2856
2022
Q2 		$1.97M Buy
82,256
+2,713
+3% +$70.3K ﹤0.01% 2807
2022
Q1 		$2.17M Buy
79,543
+6,220
+8% +$171K ﹤0.01% 3221
2021
Q4 		$2.15M Buy
73,323
+5,046
+7% +$147K ﹤0.01% 3434
2021
Q3 		$1.96M Sell
68,277
-1,492
-2% -$41.2K ﹤0.01% 3686
2021
Q2 		$1.87M Buy
69,769
+4,953
+8% +$127K ﹤0.01% 3743
2021
Q1 		$1.64M Buy
64,816
+2,347
+4% +$54.3K ﹤0.01% 3869
2020
Q4 		$1.3M Buy
62,469
+6,176
+11% +$124K ﹤0.01% 3822
2020
Q3 		$946K Buy
56,293
+7,848
+16% +$134K ﹤0.01% 3903
2020
Q2 		$765K Buy
48,445
+5,408
+13% +$79.8K ﹤0.01% 4027
2020
Q1 		$496K Buy
43,037
+9,502
+28% +$219K ﹤0.01% 4042
2019
Q4 		$837K Buy
33,535
+3,339
+11% +$83.8K ﹤0.01% 3984
2019
Q3 		$747K Buy
30,196
+908
+3% +$22.4K ﹤0.01% 4071
2019
Q2 		$723K Sell
29,288
-1,153
-4% -$28.2K ﹤0.01% 4123
2019
Q1 		$678K Sell
30,441
-1,208
-4% -$27.3K ﹤0.01% 4158
2018
Q4 		$630K Buy
31,649
+246
+0.8% +$5.33K ﹤0.01% 4191
2018
Q3 		$724K Buy
31,403
+11,922
+61% +$291K ﹤0.01% 4182
2018
Q2 		$540K Buy
19,481
+2,954
+18% +$65.8K ﹤0.01% 4390
2018
Q1 		$344K Buy
16,527
+3,725
+29% +$79.4K ﹤0.01% 4649
2017
Q4 		$286K Buy
12,802
+4,204
+49% +$93.2K ﹤0.01% 4781
2017
Q3 		$185K Buy
8,598
+4,145
+93% +$87.6K ﹤0.01% 4970
2017
Q2 		$93K Buy
4,453
+2,755
+162% +$59.6K ﹤0.01% 5200
2017
Q1 		$36K Buy
1,698
+249
+17% +$5.47K ﹤0.01% 5554
2016
Q4 		$29K Buy
1,449
+600
+71% +$11.3K ﹤0.01% 5535
2016
Q3 		$15K Buy
+849
New +$15K ﹤0.01% 5679
2016
Q1 		– Sell
-1
Closed -$14 – 6386
2015
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 6387
2015
Q3 		– Sell
-1
Closed -$17 – 6407
2015
Q2 		$0 Hold
1
– – ﹤0.01% 6483
2015
Q1 		$0 Hold
1
– – ﹤0.01% 6326
2014
Q4 		$0 Sell
1
-56
-98% -$849 ﹤0.01% 6373
2014
Q3 		$1K Buy
+57
New +$908 ﹤0.01% 6088
2014
Q1 		– Sell
-161
Closed -$2.54K – 6042
2013
Q4 		$3K Sell
161
-12,839
-99% -$221K ﹤0.01% 5489
2013
Q3 		$243K Buy
13,000
+12,999
+1,299,900% +$237K ﹤0.01% 4109
2013
Q2 		$0 Buy
+1
New +$17 ﹤0.01% 5679

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo's SAR Position: Q1 2026 in Review

Wells Fargo increased its Saratoga Investment (SAR) stake by 2.9% in Q1 2026, buying an estimated $56.1K and bringing the position to 85,267 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Wells Fargo first reported a position in SAR in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.63M in Q4 2024. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Wells Fargo held 85,267 shares of Saratoga Investment worth $1.86M as of Q1 2026.
  • Wells Fargo bought 2,437 Saratoga Investment shares in Q1 2026, an estimated $56.1K.
  • Saratoga Investment made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3326 holding.
  • Wells Fargo first reported a position in Saratoga Investment in Q2 2013 and has held it in 47 quarters since.
  • Wells Fargo's Saratoga Investment position peaked at $2.63M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.