Balboa Wealth Partners
LOOP icon

Balboa Wealth Partners’s Loop Industries LOOP Stock Holding History

Balboa Wealth Partners’s Portfolio LOOP Stock Details LOOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.5K Hold
52,074
– – ﹤0.01% 459
2026
Q2 		$50K Hold
52,074
– – 0.01% 456
2026
Q1 		$74.5K Sell
52,074
-4,500
-8% -$5.64K 0.01% 413
2025
Q4 		$56.6K Sell
56,574
-8,800
-13% -$11.6K 0.01% 391
2025
Q3 		$96.8K Sell
65,374
-6,300
-9% -$9.6K 0.02% 359
2025
Q2 		$102K Buy
71,674
+5,300
+8% +$6.4K 0.02% 331
2025
Q1 		$76.3K Sell
66,374
-9,750
-13% -$11.7K 0.02% 278
2024
Q4 		$91.3K Buy
76,124
+25,549
+51% +$36.7K 0.02% 288
2024
Q3 		$93.1K Buy
50,575
+9,880
+24% +$16.7K 0.02% 277
2024
Q2 		$85.1K Buy
40,695
+6,000
+17% +$15.9K 0.02% 261
2024
Q1 		$97.1K Sell
34,695
-3,000
-8% -$9.6K 0.03% 235
2023
Q4 		$142K Sell
37,695
-1
-0% -$3 0.05% 219
2023
Q3 		$135K Sell
37,696
-10,979
-23% -$34.3K 0.05% 216
2023
Q2 		$157K Sell
48,675
-8,075
-14% -$24.8K 0.05% 232
2023
Q1 		$195K Buy
56,750
+5,450
+11% +$13.6K 0.07% 231
2022
Q4 		$123K Buy
51,300
+21,992
+75% +$64K 0.06% 219
2022
Q3 		$127K Buy
+29,308
New +$163K 0.06% 194

Other funds holding LOOP

NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Balboa Wealth Partners's LOOP Position: Q3 2026 in Review

Balboa Wealth Partners held its Loop Industries (LOOP) position steady in Q3 2026 at 52,074 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Balboa Wealth Partners first reported a position in LOOP in Q3 2022 and has held it in 17 quarters since. The position peaked at $195K in Q1 2023. 10 funds tracked by Wall St. Rank hold LOOP as of Q3 2026.

  • Balboa Wealth Partners held 52,074 shares of Loop Industries worth $21.5K as of Q3 2026.
  • Balboa Wealth Partners left its Loop Industries share count unchanged in Q3 2026.
  • Loop Industries made up ﹤0.01% of Balboa Wealth Partners's portfolio in Q3 2026, its #459 holding.
  • Balboa Wealth Partners first reported a position in Loop Industries in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Loop Industries position peaked at $195K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Loop Industries as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.