Position in SAR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,271
+$47 QoQ
Shares Held
57
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 59 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026West Financial Advisors, LLC holds $277,991 across 9 Asset Management names. SAR ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
1,511 | $162,855 | |
| 2 | TROW |
Price T Rowe Group Inc
|
736 | $83,675 | |
| 3 | BX |
Blackstone Inc.
|
176 | $20,709 | |
| 4 | APO |
Apollo Global Management, Inc.
|
46 | $5,442 | |
| 5 | PNNT |
Pennantpark Investment Corp
|
404 | $1,401 | |
| 6 | SAR |
Saratoga Investment Corp.
This page
|
57 | $1,271 | |
| 7 | BEN |
Franklin Resources Inc
|
31 | $1,031 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
57 | $898 |
All Filings in SAR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,271 | 57 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,224 | 56 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,245 | 54 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,268 | 52 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,264 | 51 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||