BRWA
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B. Riley Wealth Advisors’s Loar Holdings LOAR Stock Holding History

B. Riley Wealth Advisors’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 		$332K Buy
+4,162
New +$265K 0.02% 592

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

B. Riley Wealth Advisors's LOAR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Loar Holdings (LOAR) in Q2 2026: 4,162 shares worth $332K. The stake represents 0.02% of the portfolio and ranks #592 among its holdings.

283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • B. Riley Wealth Advisors held 4,162 shares of Loar Holdings worth $332K as of Q2 2026.
  • Loar Holdings was a new B. Riley Wealth Advisors position in Q2 2026.
  • Loar Holdings made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #592 holding.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.