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West Financial Advisors’s Saratoga Investment SAR Stock Holding History

West Financial 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 		$1.28K Buy
57
+1
+2% +$22 ﹤0.01% 183
2026
Q1 		$1.22K Buy
56
+2
+4% +$46 ﹤0.01% 170
2025
Q4 		$1.24K Buy
54
+2
+4% +$45 ﹤0.01% 214
2025
Q3 		$1.27K Buy
52
+1
+2% +$25 ﹤0.01% 172
2025
Q2 		$1.25K Buy
+51
New +$1.23K ﹤0.01% 188

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

West Financial Advisors's SAR Position: Q2 2026 in Review

West Financial Advisors increased its Saratoga Investment (SAR) stake by 1.8% in Q2 2026, buying an estimated $22 and bringing the position to 57 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

West Financial Advisors first reported a position in SAR in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • West Financial Advisors held 57 shares of Saratoga Investment worth $1.28K as of Q2 2026.
  • West Financial Advisors bought 1 Saratoga Investment share in Q2 2026, an estimated $22.
  • Saratoga Investment made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • West Financial Advisors first reported a position in Saratoga Investment in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.