Funds holding Saratoga Advantage Trust
ISIN US8034316674 · United States
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 260.3K $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 4,360 | 111K $ | 6.24 % | as of Feb 28, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 3,592 | 91.5K $ | 3.45 % | as of Feb 28, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2,266 | 57.7K $ | 4.42 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 6.24 % | as of Feb 28, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 4.42 % | as of Feb 28, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 3.45 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 10,218 | +14.4 % |
| 2026Q1 | 3 | 0 | 8,934 | +61.9 % |
| 2025Q4 | 3 | 0 | 5,518 | +0.6 % |
| 2025Q3 | 3 | 0 | 5,484 | 0.0 % |
| 2025Q2 | 3 | 0 | 5,484 | +11.3 % |
| 2025Q1 | 3 | 0 | 4,926 | +1.2 % |
| 2024Q4 | 3 | 0 | 4,868 | +1.5 % |
| 2024Q3 | 3 | 0 | 4,794 | -0.0 % |
| 2024Q2 | 3 | 0 | 4,796 | +6.4 % |
| 2024Q1 | 3 | 0 | 4,507 | +3.1 % |
| 2023Q4 | 3 | 4,372 |
Cite this page
Titelia. "Funds holding Saratoga Advantage Trust". https://titelia.com/en/stocks/saratoga-advantage-trust-US8034316674