Bryn Mawr Trust »

Saratoga Investment shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

All positions including Saratoga Investment held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 500 21.87

More positions owned by Bryn Mawr Trust

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Comcast Corp Cl A (CMCSA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bryn Mawr Trust

Top funds holding Saratoga Investment

Lido Advisors
Private Advisor
Hennion & Walsh Asset Management
Legal & General Group
LPL Financial
Advisors Asset Management
Wells Fargo & Company
International Assets Investment Management
Susquehanna International
Citadel Advisors
Two Sigma Investments
BlackRock
Ethos Financial Group
Wealthcare Advisory Partners
Palogic Value Management

View all funds holding Saratoga Investment