BAMCO Inc
LOAR icon

BAMCO Inc’s Loar Holdings LOAR Stock Holding History

BAMCO 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
Q1 		$136M Buy
2,366,299
+246,794
+12% +$16.6M 0.41% 44
2025
Q4 		$144M Buy
2,119,505
+310,406
+17% +$22.6M 0.39% 46
2025
Q3 		$145M Buy
1,809,099
+1,127,033
+165% +$84.7M 0.38% 49
2025
Q2 		$58.8M Buy
682,066
+342,509
+101% +$29.6M 0.16% 117
2025
Q1 		$24M Buy
339,557
+203,000
+149% +$14.6M 0.07% 189
2024
Q4 		$10.1M Buy
136,557
+60,755
+80% +$4.98M 0.03% 228
2024
Q3 		$5.65M Sell
75,802
-224,198
-75% -$14.9M 0.02% 259
2024
Q2 		$16M Buy
+300,000
New +$16.3M 0.05% 218

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM