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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
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% -$9.63K 0.02% 359
2025
Q2 		$102K Buy
71,674
+5,300
+8% +$6.41K 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% -$9.62K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's LOOP Position: Q2 2026 in Review

Balboa Wealth Partners held its Loop Industries (LOOP) position steady in Q2 2026 at 52,074 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #456.

Balboa Wealth Partners first reported a position in LOOP in Q3 2022 and has held it in 16 quarters since. The position peaked at $195K in Q1 2023. 39 funds tracked by Wall St. Rank hold LOOP as of Q2 2026.

  • Balboa Wealth Partners held 52,074 shares of Loop Industries worth $50K as of Q2 2026.
  • Balboa Wealth Partners left its Loop Industries share count unchanged in Q2 2026.
  • Loop Industries made up 0.01% of Balboa Wealth Partners's portfolio in Q2 2026, its #456 holding.
  • Balboa Wealth Partners first reported a position in Loop Industries in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Loop Industries position peaked at $195K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Loop Industries as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.