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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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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. 14 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.
  • 14 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.