XT
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XTX Topco’s Saratoga Investment SAR Stock Holding History

XTX Topco’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 		$556K Buy
24,939
+14,860
+147% +$333K 0.01% 2361
2026
Q1 		$220K Buy
+10,079
New +$232K ﹤0.01% 2766

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

XTX Topco's SAR Position: Q2 2026 in Review

XTX Topco increased its Saratoga Investment (SAR) stake by 147% in Q2 2026, buying an estimated $333K and bringing the position to 24,939 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #2361.

XTX Topco first reported a position in SAR in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • XTX Topco held 24,939 shares of Saratoga Investment worth $556K as of Q2 2026.
  • XTX Topco bought 14,860 Saratoga Investment shares in Q2 2026, an estimated $333K.
  • Saratoga Investment made up 0.01% of XTX Topco's portfolio in Q2 2026, its #2361 holding.
  • XTX Topco first reported a position in Saratoga Investment in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.