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Advisornet Financial’s Loar Holdings LOAR Stock Holding History

Advisornet Financial’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645 Buy
+8
New +$510 ﹤0.01% 2072
2026
Q1 		– Sell
-12
Closed -$816 – 2383
2025
Q4 		$816 Buy
+12
New +$875 ﹤0.01% 2031

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Advisornet Financial's LOAR Position: Q2 2026 in Review

Advisornet Financial opened a new position in Loar Holdings (LOAR) in Q2 2026: 8 shares worth $645. The stake represents ﹤0.01% of the portfolio and ranks #2072 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in LOAR as recently as Q4 2025.

Advisornet Financial first reported a position in LOAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $816 in Q4 2025. 49 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Advisornet Financial held 8 shares of Loar Holdings worth $645 as of Q2 2026.
  • Loar Holdings was a new Advisornet Financial position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2072 holding.
  • Advisornet Financial first reported a position in Loar Holdings in Q4 2025 and has held it in 2 quarters since.
  • Advisornet Financial's Loar Holdings position peaked at $816 in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.