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
Q2 		$203M Buy
2,523,332
+157,033
+7% +$10M 0.31% 36
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 $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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BAMCO Inc's LOAR Position: Q2 2026 in Review

BAMCO Inc increased its Loar Holdings (LOAR) stake by 6.6% in Q2 2026, buying an estimated $10M and bringing the position to 2,523,332 shares worth $203M. The position accounts for 0.31% of the portfolio, ranked #36.

BAMCO Inc first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • BAMCO Inc held 2,523,332 shares of Loar Holdings worth $203M as of Q2 2026.
  • BAMCO Inc bought 157,033 Loar Holdings shares in Q2 2026, an estimated $10M.
  • Loar Holdings made up 0.31% of BAMCO Inc's portfolio in Q2 2026, its #36 holding.
  • BAMCO Inc first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.