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SARSAR
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Position history for LPL Financial LLCLPL Financial LLC's holdings in SARATOGA INVT CORP

LPL Financial LLC holds 111,909 shares of SAR (SARATOGA INVT CORP), worth $2.5M as of 2026-Q2. The position was decreased (-1.8% shares). SAR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.5M

Current Shares

111,909

Total Value Change

+$345,423

Total Shares Change

+19,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
111,909
-1.8%
$2.5M0.0%$21.78
0
2026-Q1
Increased
113,995
+0.2%
$2.5M0.0%$20.66
26
2025-Q4
Increased
113,727
+4.6%
$2.6M0.0%$21.11
27
2025-Q3
Increased
108,729
+12.5%
$2.7M0.0%$21.37
29
2025-Q2
Increased
96,684
+9.0%
$2.4M0.0%$21.09
29
2025-Q1
Increased
88,665
+1.6%
$2.2M0.0%$20.87
26
2024-Q4
Decreased
87,304
-5.9%
$2.1M0.0%$19.13
0
2024-Q3
Increased
92,767
+4.1%
$2.2M0.0%$17.75
27

Other major holders of SAR: Steward Partners Investment Advisory, LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA ADVISERS, LP, TWO SIGMA INVESTMENTS, LP

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