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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
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 $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $141M AUM
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Balboa Wealth Partners's LOOP Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Loop Industries (LOOP) stake by 8% in Q1 2026, selling an estimated $5.64K and leaving 52,074 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #413.

Balboa Wealth Partners first reported a position in LOOP in Q3 2022 and has held it in 15 quarters since. The position peaked at $195K in Q1 2023. 37 funds tracked by Wall St. Rank hold LOOP as of Q1 2026.

  • Balboa Wealth Partners held 52,074 shares of Loop Industries worth $74.5K as of Q1 2026.
  • Balboa Wealth Partners sold 4,500 Loop Industries shares in Q1 2026, an estimated $5.64K.
  • Loop Industries made up 0.01% of Balboa Wealth Partners's portfolio in Q1 2026, its #413 holding.
  • Balboa Wealth Partners first reported a position in Loop Industries in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Loop Industries position peaked at $195K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Loop Industries as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.