SAR β€” SARATOGA INVT CORP

Ownership history in EASTERN BANK  Β·  2 quarters on record

AI Ownership Summary

EASTERN BANK reported SARATOGA INVT CORP (SAR) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows SAR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in SARATOGA INVT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SAR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held SAR β€” position size vs. price
% of Fund (quarterly)    SAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 400 β€” 0% 0.00% $9K 2026-01-14 $22.68
2025 Q3 INITIATED 400 β€” β€” 0.00% $10K 2025-10-27 $21.02

🏒 Other funds also holding SAR

As of 2026 Q1 β€” sorted by position size

PFS Partners, LLC 0.01% MJT & Associates Financial Advisory Group, Inc. 0.0% West Financial Advisors, LLC 3Y 0.0%

FAQ About EASTERN BANK and SAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning SAR?

EASTERN BANK reported SAR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SAR position in EASTERN BANK's portfolio?

The largest reported portfolio weight for SAR was 0.00% in 2025 Q3.

What is the latest reported SAR position on this page?

The most recent filing on this page is 2025 Q4, when EASTERN BANK reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this SAR ownership page compare?

The chart compares EASTERN BANK's quarterly SAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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