Funds holding Saratoga Advantage Trust
ISIN US8034317177 · United States
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 153.2K $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2,441 | 67.1K $ | 3.77 % | as of Feb 28, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 1,927 | 53K $ | 2.00 % | as of Feb 28, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 1,203 | 33.1K $ | 2.54 % | 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 | 3.77 % | as of Feb 28, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.54 % | as of Feb 28, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.00 % | 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 | 5,572 | +4.4 % |
| 2026Q1 | 3 | 0 | 5,335 | +0.5 % |
| 2025Q4 | 3 | 0 | 5,308 | +0.9 % |
| 2025Q3 | 3 | 0 | 5,259 | 0.0 % |
| 2025Q2 | 3 | 0 | 5,259 | +1.8 % |
| 2025Q1 | 3 | 0 | 5,166 | +1.5 % |
| 2024Q4 | 3 | 0 | 5,092 | +1.8 % |
| 2024Q3 | 3 | 0 | 5,004 | -0.0 % |
| 2024Q2 | 3 | 0 | 5,005 | +4.7 % |
| 2024Q1 | 3 | 0 | 4,782 | +3.2 % |
| 2023Q4 | 3 | 4,632 |
Cite this page
Titelia. "Funds holding Saratoga Advantage Trust". https://titelia.com/en/stocks/saratoga-advantage-trust-US8034317177