COMMONWEALTH EQUITY SERVICES, LLC
Position in SAR — Saratoga Investment Corp.
CIK 312272
WALTHAM, MA
Position in SAR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$248,131
-$127,639 QoQ
Shares Held
11,122
-35.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 59 holders
Holding Since
Sep 2021
17 quarters on record
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,673,966 across 310 Asset Management names. SAR ranks #255 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in SAR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,131 | 11,122 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $375,770 | 17,182 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,955 | 18,637 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $614,579 | 25,198 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $602,317 | 24,287 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $426,911 | 16,854 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $368,631 | 15,411 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $386,971 | 16,687 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $504,484 | 22,224 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $476,690 | 20,547 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $426,327 | 16,486 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $489,328 | 19,040 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $327,793 | 12,145 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $225,396 | 8,916 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $218,296 | 8,564 | Shares | Sole | 2023-02-07 | |
| 2021-12-31 | $290,274 | 9,880 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $281,077 | 9,780 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||