AssetMark Inc
LOAR icon

AssetMark Inc’s Loar Holdings LOAR Stock Holding History

AssetMark Inc’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 		$2.5K Buy
31
+2
+7% +$127 ﹤0.01% 2903
2026
Q1 		$1.66K Hold
29
– – ﹤0.01% 2907
2025
Q4 		$1.97K Hold
29
– – ﹤0.01% 2778
2025
Q3 		$2.32K Hold
29
– – ﹤0.01% 2593
2025
Q2 		$2.5K Hold
29
– – ﹤0.01% 2367
2025
Q1 		$2.05K Hold
29
– – ﹤0.01% 2171
2024
Q4 		$2.14K Buy
+29
New +$2.38K ﹤0.01% 2109

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

AssetMark Inc's LOAR Position: Q2 2026 in Review

AssetMark Inc increased its Loar Holdings (LOAR) stake by 6.9% in Q2 2026, buying an estimated $127 and bringing the position to 31 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

AssetMark Inc first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • AssetMark Inc held 31 shares of Loar Holdings worth $2.5K as of Q2 2026.
  • AssetMark Inc bought 2 Loar Holdings shares in Q2 2026, an estimated $127.
  • Loar Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2903 holding.
  • AssetMark Inc first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.