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Saratoga Investment shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Saratoga Investment

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All positions including Saratoga Investment held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 54k 24.39
2025-06-30 $1.2M 49k 24.80
2025-03-31 $1.2M 46k 25.33

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Top funds holding Saratoga Investment

Lido Advisors
Hennion & Walsh Asset Management
Private Advisor
Advisors Asset Management
Two Sigma Investments
LPL Financial
Two Sigma Advisers
BlackRock
Legal & General Group
Wells Fargo & Company
Morgan Stanley
Ameriprise Financial
Susquehanna International
Ethos Financial Group
International Assets Investment Management

View all funds holding Saratoga Investment