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Wilmington Savings Fund Society’s Saratoga Investment SAR Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-500
Closed -$10.9K – 1542
2026
Q1 		$10.9K Buy
+500
New +$11.5K ﹤0.01% 1176

Other funds holding SAR

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wilmington Savings Fund Society's SAR Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Saratoga Investment (SAR) in Q2 2026, closing a stake of 500 shares — an estimated $10.9K sold.

Wilmington Savings Fund Society first reported a position in SAR in Q1 2026 and held it in 1 quarter. The position peaked at $10.9K in Q1 2026. 21 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Saratoga Investment position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 500 Saratoga Investment shares in Q2 2026, an estimated $10.9K.
  • Wilmington Savings Fund Society first reported a position in Saratoga Investment in Q1 2026 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Saratoga Investment position peaked at $10.9K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.