AF
LOAR icon

Allworth Financial’s Loar Holdings LOAR Stock Holding History

Allworth 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 		$34.5K Buy
428
+347
+428% +$22.1K ﹤0.01% 2784
2026
Q1 		$4.64K Buy
81
+56
+224% +$3.78K ﹤0.01% 4010
2025
Q4 		$1.7K Buy
25
+6
+32% +$437 ﹤0.01% 4187
2025
Q3 		$1.52K Sell
19
-6
-24% -$451 ﹤0.01% 4123
2025
Q2 		$2.15K Buy
25
+1
+4% +$87 ﹤0.01% 3675
2025
Q1 		$2.21K Buy
24
+15
+167% +$1.08K ﹤0.01% 3176
2024
Q4 		$738 Buy
9
+4
+80% +$328 ﹤0.01% 3495
2024
Q3 		$373 Buy
+5
New +$332 ﹤0.01% 3483

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's LOAR Position: Q2 2026 in Review

Allworth Financial increased its Loar Holdings (LOAR) stake by 428% in Q2 2026, buying an estimated $22.1K and bringing the position to 428 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Allworth Financial first reported a position in LOAR in Q3 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Allworth Financial held 428 shares of Loar Holdings worth $34.5K as of Q2 2026.
  • Allworth Financial bought 347 Loar Holdings shares in Q2 2026, an estimated $22.1K.
  • Loar Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2784 holding.
  • Allworth Financial first reported a position in Loar Holdings in Q3 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.